Financial Series: Roth Conversions Explained

Event Type:

Financial

Age Group:

Adults
  • Please see event details below for registration requirements.
  • Registration will close on April 16, 2026 @ 6:00pm.

Program Description

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Library events are always free to the public and you do not need a library card to attend! 

The Farmington Community Library has two locations. This event will be held in the Auditorium at the FCL Farmington Hills location at 32737 W. 12 Mile Rd., Farmington Hills, MI 48334.

Registration is required.

Join Cheryl McGown, MSF, of Retirement and Wealth Strategies, who will host us in this financial seminar. Whether you’re just starting out, rebuilding, or looking to grow your financial confidence, this session offers straightforward tools and insights to help you make informed choices that work for your life. 

Topics discussed will include:

  • What is a Roth conversion?
  • Why you might convert to a Roth IRA
  • How a Roth conversion works
  • When a Roth conversion makes sense—and when it doesn’t
  • How Roth conversions are taxed
  • Converting all versus a portion of your assets
  • Roth conversions vs. backdoor Roth contributions
  • Roth conversions in estate planning
  • The five-year rule
  • Strategies to maximize Roth conversions

 

Disclaimer(s)

ADA Requests

To request ADA accommodations, such as wheelchair access or sign language interpretation, please complete the Accessibility Request Form at least 10 days before the event.

Register for this event