Thursday, May 15, Brookfield Public Library
ROTH IRA Conversions: Opportunities & Pitfalls
Presenter: Scott Snyder, Past AAII Madison SIG Organizational Leader
Roth IRA conversions may offer significant tax arbitrage opportunities for taxpayers. Unlike some tax strategies, they are not just the province of the wealthy. ROTH conversions do not “require” professional advice, but do require significant education and analysis.
Attend our May 15, 2025 meeting to learn about:
• The basics of tax-deferred IRAs and ROTH IRAs
• Why you should or should not consider a ROTH conversion
• When you should or should not consider a ROTH conversion
• A decision model for the why and the when of ROTH conversions
• The many tax landmines you need to avoid
Speaker’s Biography:
Scott was the Madison AAII SIG Organizational leader for the five years prior to the covid pandemic. He earned a BS in Mechanical Engineering, with a minor in business finance, from Rensselaer Polytechnic Institute. During his junior and senior years, he was selected as one of a few undergraduate teaching assistants. Prior to retiring, Scott held multiple positions, in multiple industries, combining engineering, sales, marketing and management. Scott's finance, income tax and investing experience extends over approximately five-decades. Scott was an early adopter of computers as part of his personal finance, tax and investment methodology. Scott has used and programmed computers since 1972, including teaching classes on data asset management, digital photo editing and backup methodologies. For more information, contact Scott Snyder at skennedys@icloud.com.