To Convert or Not to Convert Your IRA?
Finance/Law | Registration opens 8/10/2026 12:00 AM MST (Arizona)
The question of whether it is beneficial to convert your traditional IRA to a Roth IRA comes up frequently when considering your retirement portfolio. During this presentation we will discuss conversion implications to your taxes, RMDs, heirs and more. Join us for help in determining if a Roth conversion is a favorable option for you.
- Instructor Bio
Kimberle Dyer started Keystone B.E.S.T. Solutions with Pamela Prine with the commitment to educate clients as they work toward meeting their personal retirement goals. They collaborate with clients to define those goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term success. They offer services in Business Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning. Kim has attained the IRS designation of Enrolled Agent and is an Ed Slott Elite IRA Advisor.
Kim Dyer
Prine, Pamela and Dyer, Kimberle - started Keystone B.E.S.T. Solutions with the commitment to educate clients as they work toward meeting their personal goals. They collaborate with clients to define those goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term success. They offer services in Business Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning.
The website for Keystone B.E.S.T. Solutions is https://www.keystonesolutionsaz.com/