Roth conversion strategies remain a key planning conversationn — especially in today’s tax environment. A Roth IRA conversion using a fixed indexed annuity (FIA) is a strategy in which pre-tax retirement funds are converted to Roth dollars and then allocated to an FIA to seek tax-free growth with principal protection.

In this session, Brendan Connerton and Patrick Massey from Crump's Annuity Solution Center will walk through how FIAs can support effective Roth conversion strategies, including how carrier conversion programs and product design features — such as bonus opportunities — may help offset the immediate tax impact.

Walk away with a clear, repeatable idea you can bring into client conversations right away.