Description
Maximize your retirement savings with smart tax moves.
We’ll make sense of after-tax contributions, Roth strategies, and how to make them work for your long-term goals.
We’ll cover:
• Pre-tax vs. Roth vs. after-tax — what’s the real difference?
• How “Backdoor” and “Mega Roth” conversions work
• Key IRS rules to know before converting
• Personalizing your contribution strategy
• Ways after-tax savings can boost both legacy and tax efficiency
Learn about the many benefits of after-tax contributions to your retirement accounts, including legacy, tax, and retirement planning goals.
Date and Time
Wed, Mar 25, 2026
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®) and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.