Description
*** This seminar is for CHARTHOUSE CLIENTS ONLY ***
It seems like everyone is talking about Roth Conversion these days—but how do you determine if it would be the right move you? This seminar will cover the historical patterns of the U.S. Tax Code as well as a discussion of where it may be going in the future, the math of Roth Conversion, the IRS rules, and reasons why you may (or may NOT!) want to consider this tax maneuver.
We will discuss:
- The U.S. Tax Code: Past, Present and Future
- The 3 types of accounts: Taxable, Tax-Deferred and Tax-Free
- The math of Tax-Deferred versus Tax-Free growth
- Is your 401k a "tax bomb"?
- The tax impact of Estate Planning issues for the 3 types of accounts
- The rules for Roth Contribution and Roth Conversion
- When does Roth Conversion make sense?
presented by: Cyndi Stewart, ChFC
Date and Time
Sat, Jul 18, 2026
11:00a - 12:30p EST
Location
Charthouse Main Office
Note
Please park in the upper parking lot in front of the building on Route 5. If you see a gate, you are at the entrance to the lower parking lot behind the building. You can disregard the "reserved" signs and use any parking spot in the front parking lot for this event.
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Charthouse Financial Group, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Charthouse Financial Group are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.