Description
Join Sledge and Company Wealth Advisors for a complimentary Lunch & Learn focused on one of the most powerful tax-planning opportunities available to retirees and pre-retirees: Roth conversions. Drawing from the educational presentation we'll be sharing, attendees will learn how a Roth conversion can potentially reduce future taxes, minimize required minimum distributions (RMDs), help manage Medicare surcharges, and create a more tax-efficient legacy for heirs.
During this educational session, we'll discuss:
- What a Roth conversion is and how it works
- Why today's tax environment may create planning opportunities
- Strategies for filling lower tax brackets
- How Roth conversions can help reduce future RMDs
- Important Medicare IRMAA considerations
- Tax-efficient wealth transfer and legacy planning concepts
- Common conversion rules and pitfalls to avoid
- Whether a Roth conversion strategy may fit your retirement plan
Enjoy a complimentary lunch while gaining practical insights that can help you better understand the role taxes play in your long-term retirement and wealth planning strategy. Our team will provide clear, educational information in a relaxed setting and answer general questions throughout the presentation.
Whether you're already retired, planning for retirement, or simply interested in reducing the impact of taxes on your financial future, this session can help you better understand your options.
Date and Time
Thu, Aug 13, 2026
12:00p - 1:10p EST
Location
Sledge and Company Wealth Advisors, LLC
This presentation is provided for general educational and informational purposes only and does not constitute tax, legal, investment, or financial advice.
Roth conversions have complex and individual tax consequences. Tax rates, contribution limits, RMD ages, IRMAA thresholds, and other figures referenced reflect 2026 rules and are subject to change. All examples and projections are hypothetical, illustrative, and not a guarantee of future results.
Before acting on any strategy discussed here, please consult your qualified tax advisor, attorney, and financial professional regarding your specific circumstances.
Sledge and Company Wealth Advisors, LLC is a SEC registered Investment Advisory Firm, Registration with the SEC does not imply any level of expertise or knowledge. Broker Dealer Affiliation: Capital Investment Group, Inc. Member FINRA/SIPC 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370