Roth Conversion Strategies

[@stevenobrien595]

This is excellent information. Thank you

[@AdvantaIRA]

Glad you enjoyed it!

[@stevenobrien595]

Is there any chance I can receive some of the slides from the presentation for my own personal study? Email perhaps?

[@AdvantaIRA]

Hi Steven - Please reach out to Alex at [e-mail]. He will be happy to share the slides.

[@kathymiller4447]

Is there a maximum amount I can transfer from my Ira account to the Roth?

[@AdvantaIRA]

Hi Kathy - There are no restrictions on the size or frequency of Roth Conversions that a taxpayer can perform.