Deep Dive – The Roth Conversion Strategy You Have Likely Never Heard of
Thursday, October 1, 2026 at 8:30 am PST
Roth conversions aren’t new—yet there’s one approach most advisors have never considered: A Roth or traditional IRA “converted” into PPLI. It sounds crazy, but the math doesn’t lie. In this webinar we break from conventional wisdom and unpack a real-world case study where PPLI amplified the long-term family outcomes in ways a Roth and traditional IRA simply could not.
During this WP90X webinar, you’ll learn:
- The mechanics of an IRA to PPLI conversion and the math behind it
- Understand when and why moving assets from an IRA to PPLI can provide superior legacy outcomes
- Evaluate the trade-offs, including fees, investment flexibility, tax treatment, and generational control
- Analyze two case studies showing the actual, outsized impact
- Identify the ideal client profiles for this opportunity (hint: large, unneeded IRAs)
Meeting Details
What: Deep Dive – The Roth Conversion Strategy You Have Likely Never Heard of
When: Thursday, October 1, 2026 at 8:30 am PST
Where: Zoom Video Conference
