Timothy Sumer

(If you would like to schedule a complimentary, no-obligation meeting with an Altfest professional to discuss your specific investment and / or personal financial planning situation and goals, please contact Jesse Frehling at 212-796-8732 or email him at jfrehling@altfest.com. All meetings are customized and confidential.) In this video Wealth Matters for Physicians’ Mike Prendergast interviews Jessica Nelson, CPA, CFP® and Financial Advisor at Altfest Personal Wealth Management about a potentially very smart tax-saving strategy: Roth IRA conversions. In the video Jessica briefly explains what a Roth IRA conversion is and its benefits, gives examples of some times when Roth conversions could really make sense, and points out some key items that physicians should be aware of before executing a Roth conversion. Lastly, Jessica explains what a Backdoor Roth Conversion is and outlines when it might be (and might not be) a good idea to execute one. Wealth Matters for Physicia

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To learn more about Jim's upcoming FREE virtual events go to In the first video of this Roth IRA Conversion webinar series, Jim Lange discusses an overview of this webinar including discussing for the first time, in-depth, his four top advanced Roth IRA Strategies as well as the basics of making a Roth Conversion. 00:00 - Intro 01:44 - Things You Can Control vs. Things You Can't Control - The Market 06:25 - What We Will Cover 10:35 - What is The SECURE Act 12:00 - SECURE Act: Potential Impact on Child 14:25 - The SECURE Act Exceptions 19:25 - Tax Cuts and Jobs Act of 2017 20:15 - Compare Tax Rates of 2017 and 2022 Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to to get all of Jim's incredible content and his books and learn how you can Retire Secure! #retirement #retirementplanning #rothira #rothirac