Year-End Roth Conversion Deadline: What Corporate Retirees Must Do Now
Exclusive Webinar for Corporate Employees:
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.
Topic: Year-End Roth Conversion Deadline: What Corporate Retirees Must Do Now
Date: 10/29/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
- How Roth conversions work and what this planning technique involves for corporate retirees.
- How to determine whether a Roth conversion may be appropriate for your situation.
- What factors to review before the year-end Roth conversion deadline arrives.
- How a Roth conversion can fit into a broader retirement strategy for tax flexibility.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Patrick Ray
Patrick Ray has been working with corporate clients for many years and is very familiar with your benefits. His goal is to help corporate employees transition into a happy retirement. Prior to working with The Retirement Group, Patrick served in the US Navy.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services offered 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 assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.