[REPLAY] A Comprehensive Guide to Navigating Roth Conversions from Athene

Recorded 10/15/2026 

How many clients contributing to their retirement savings with pre-tax dollars know that generally 100% of the withdrawals will be subject to income tax? Additionally, do they expect those withdrawals to be taxed at a lower rate in the future?

Join Athene’s Jay Kautt, Vice President of Advanced Markets, who will provide valuable details about Roth IRA conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs.

What we’ll cover

• Basics of a Roth IRA, Roth conversions and the mechanics of executing one 
• Pro-rata rule, Roth IRA 5-year rules and withdrawal ordering rules
• Resources available to help educate you on the rules and assist when making a Roth conversion at Athene