December 12, 2023 @ 2:00 pm – 3:00 pm


To Roth or not to Roth: That is the question we address in this CE webinar. This course addresses the challenges of large traditional IRAs, how a Roth can benefit retirees with tax-free retirement income, and other factors to consider before making a conversion.

Credit hours: 1 | Not approved in: CA, CO, NV, NJ, VA, WA

Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Overview of the Roth IRA and how a Roth conversion could help a retiree by providing a future source of tax-free retirement income. Course Objective: Help financial professionals better understand the importance of tax diversification when building retirement plans for clients. By showing the potential impacts from large tax-deferred accounts in retirement (especially for widows), we show how a Roth conversion either early in retirement or prior to retirement could help a retiree create additional income sources to reduce overall taxation in retirement.

To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions for State and CPE/CPE credit.

KY Provider #301 KY Course # C24136 MI Provider #0219 MI Course # 86439 NC Provider #11094 NC Course # 212887 OH Provider #1165. Ohio course # 67249 and the category is general. SD Provider #568. SD Course # 1280877 NY Provider #NYPO-100036 NY Course #NYCR- 267611 NY Instructor #NYIN- 312408

Please Note: Student information will not be sold or distributed to any third party without the prior written consent of the student. Taking the course shall not constitute consent. CPE field of study: Specialized Knowledge Recommended Credit: 1.0 CPE Credit Prerequisites: None Advanced Preparation: None Refund Policy: No fee charged to attend Compliant resolution policy: Please forward all complaints to webinars@questce.com Cancellation Policy: For more information regarding refund, complaint and program cancellation polices, please contact our office at 414-375-3996. Nationwide Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority of individual courses for CPE credit.