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Financial Planning > Behavioral Finance

Jagen Investment’s Luby to Deliver Webinar on Advanced Roth IRA Conversions

By John Sullivan

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Joe Luby, founder and CEO ofJagen Funds, will deliver a Webinar on Advanced Roth IRA Conversions on Thursday, September 29. The Webinar is hosted by BrightTalk.com and registration is free.

Luby will speak about why now is the opportune time to convert and will provide solutions for minimizing taxes on large conversions, which is often a stumbling block for advisors serving high-net-worth clients. The Webinar is geared toward financial advisors, CPAs, attorneys and other wealth management professionals who advise wealthy clients.

Luby also speaks at many national financial events to educate financial professionals on the importance of Roth IRA conversions. Look for his column in the upcoming October issue of Investment Advisor magazine.

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