This financial planning course will focus on Roth conversions. This presentation will review the benefits and risks of Roth conversions and other retirement tax-saving strategies.
Topics of discussion will include outlining common pitfalls to avoid when reviewing conversions inside of your retirement strategy, and evaluating a case study of when Roth conversions make sense within a financial plan. Attendees will walk away knowing more about how sensible Roth conversions have the potential for tremendous tax savings when used correctly.
Learning Objectives:
Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000
Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.
As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.
Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.
Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.
Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof.
Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.