The opportunity to complete a Roth conversion for 2026 ends on December 31, and that deadline cannot be revisited once it passes. For corporate retirees considering ways to create greater tax flexibility in the future, now may be an important time to evaluate the strategy. This webinar explains how Roth conversions work, how to determine whether they may be appropriate for your situation, and what factors to review before year-end. Join us to learn how this planning technique could fit into your broader retirement strategy.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.