About this event
Explore the potential benefits of a Roth IRA conversion in our upcoming webinar, 'Is a Roth Conversion Right for You?' Learn about tax implications, long-term advantages, and eligibility criteria to make informed decisions. This insightful session, guided by financial advisor Wesley Boudreaux, is tailored for those considering a strategic move in their retirement planning.
The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867
Whether you’re approaching retirement, currently retired, or looking for direction on where to start; our retirement planning process can help you understand the most important questions that you should be asking. Examining the right questions will assist you in planning to meet your future goals.