How many clients contributing to their retirement savings with pre-tax dollars expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs.

You’ll learn about the:

• Basics of a Roth IRA, Roth conversions and the mechanics of executing one
• Pro-rata rule, Roth IRA 5-year rules and withdrawal ordering rules
• Resources available to educate you on the guidelines for making a Roth conversion at Athene