[REPLAY] Partial Roth Conversion from Athene

Recorded 02/07/23 

Current taxes are at historical lows—yet many unknowns create uncertainty around where they may head in the future. The impact of a rising Federal deficit, a fluctuating job market and insecurity about Social Security’s future may cause concern with many clients.

As they turn to you for solutions, consider how a partial Roth conversion may help create a more sustainable retirement income plan. Join Jay Rosencrance, VP and Relationship Manager at Athene, for a timely discussion where he’ll share how a partial Roth conversion may provide:

• Control over when clients pay taxes
• Control over the tax amount paid
• Longer lasting retirement income