Chalk Discuss: Ought to You Do a Roth Conversion? How one can Suppose About It, and the Errors to Keep away from
on Oct 12, 2026
“Actual Cash Questions. Professional Solutions”
When:
October twentieth, 2026
3:30 pm Jap; 12:30 pm Pacific
~45 minutes & Q/A included
How: Zoom Assembly
Recorded and out there to retrieve for one
month
Price: Free to ongoing purchasers; $10 per session for company
Ought to You Do a Roth Conversion?
How one can Suppose About It, and the Errors to Keep away from
Hosted by: Anna Sergunina, CFP®
Visitor commentator: Rob Colon, CFP®, EA
Tax Skilled: MainStreet Tax Providers
Must you convert a part of your IRA to a Roth, and is that this the 12 months to do it? It’s the query we hear most in consumer conferences this fall, and many individuals get caught debating it whereas the window for 2026 closes on December 31. Be a part of Anna Sergunina, CFP®, and Robert Colon, CFP®, EA, the tax skilled who prepares returns for MainStreet purchasers, for a sensible dialog about how you can assume by means of the choice, the prices that transcend the revenue tax, and the errors we see most frequently on actual tax returns.
Meet Robert Colon, CFP®, EA
Rob is an unbiased tax skilled and trusted companion of MainStreet Monetary Planning. With over 15 years of expertise in monetary planning and accounting, he offers tax preparation and proactive tax planning companies to MainStreet purchasers. As each a CFP® skilled and an IRS Enrolled Agent, Rob works intently with our monetary planners to assist purchasers make tax-smart selections that assist their general monetary objectives.
MainStreet Tax Providers: Tax preparation and forward-looking tax planning for lively MainStreet purchasers, constructed into your Cash Roadmap so your planner and your tax preparer are working from the identical plan.
A few of the subjects we’ll talk about:
- Must you convert in any respect? The essential trade-off of paying tax now or later, and who pays it later, you or your heirs
- The years when changing makes essentially the most sense, and when it doesn’t
- Prices past the revenue tax: Medicare premiums (IRMAA) and ACA medical health insurance subsidies
- How a lot to transform, with out overshooting your tax bracket
- The errors we see most frequently
- Subsequent steps, what paperwork to assemble and what professionals to interact
- Your questions, answered stay
Disclaimer: It is a broad group session and sure methods might or is probably not applicable for particular conditions. MainStreet makes no declare that every one member posted info is correct or must be acted upon with out skilled and particular person monetary planning, tax and/or authorized recommendation.
