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Upcoming Webinars
Title | Date | Start Time | Duration | Register |
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Roth Conversion Strategies
Join IAMS Wealth Advisor Chad Carlos to explore how Roth conversions can help your clients minimize taxes and maximize retirement income. This session breaks down the essentials and shows you how to put strategies into action. Highlights: • What to Know – rules, timing, and tax implications • How to Implement – steps to identify and convert the right assets • Results – tax savings, income planning, and long-term impact • Case Studies – real-life examples and insights This is the perfect session for advisors who want to use Roth conversions as a powerful planning tool. | 7/16/2025 | 10:00am CDT | 1 hour | Register |