how much should you convert to roth?

Missing the right Roth conversion opportunity could potentially cost you thousands in unnecessary retirement taxes.

Free Live Webinar | Thursday August 27th, 2026 – 6 PM ET

reserve your seat

Presented by:

Andrew J. Redden, CPA

Andrew is a founding partner and lead CPA of WealthPath CPAs & Advisors. For over a decade, Andrew has helped retirees and pre-retirees build proactive tax plans that support their broader retirement goals.

What We'll Be Discussing

When Roth Conversions Make Sense

Understand which retirement circumstances may create a conversion opportunity.

How to Calculate an Amount

Discover the common considerations when determining a conversion amount.

Hidden Benefits of Converting

Explore how conversions can affect future RMDs, taxable income, and legacy planning.

Costly Mistakes to Avoid

Understand conversion taxes, Medicare premiums, and unintended consequences.

Bonus for Attending this live session

  • LIVE Question and Answer with the presenter
  • Unlimited access to a recording of the presentation
  • A PDF with questions to take to your advisor

Register Now!

Frequently Asked Questions

How do I know if Roth conversions are right for me?

This is a complex discussion, and something we will discuss during the presentation. The answer depends on your current tax bracket, retirement income, ability to pay the tax from converting, and more.

Yes. However the information we cover will be generalized as everyone’s situation is different. We do request some information from you at registration so we can tailor the conversation based on the responses from our attendees, but we still recommend that you seek professional guidance before proceeding with a Roth conversion.

Yes, the Q&A feature will be open during the event. Depending on how much time we have at the end of the event, some or all of the questions will be answered live. If we run out of time, we will respond via email within 24 hours.

Register Here