Roth Conversion Strategies for Investors With Over $500K
Join us for an educational dinner workshop designed for investors with more than $500,000 in investments and learn how Roth conversion strategies may help reduce lifetime taxes, improve retirement flexibility, and create a more tax-efficient legacy.
Date
Monday, October 19 or Tuesday, October 20
Time
6:00 PM – 7:30 PM
Location
Omni Viking Lakes Hotel (Eagan)
Includes
Complimentary Dinner
Topics We'll Cover
Discover How Strategic Roth Conversions Can Reduce Taxes Throughout Retirement
Finding Your Conversion Window
When Roth conversions make the most sense and how to identify the “windows of opportunity” before Required Minimum Distributions begin.
Future Tax Rate Risk
How potentially higher tax rates in the future could impact your Roth conversion strategy today.
Reducing RMDs & IRMAA
How Roth conversions can help reduce Required Minimum Distributions (RMDs), Medicare premium surcharges (IRMAA), and taxes throughout retirement.
Smart Social Security Timing
Strategies for coordinating Roth conversions with Social Security, retirement income, and other taxable events to maximize tax efficiency.
Tax-Free Inheritance for Heirs
How Roth conversions can benefit your heirs by creating more tax-free inheritance opportunities and improving estate planning flexibility.
Common Conversion Mistakes to Avoid
Common Roth conversion mistakes to avoid, including how to pay conversion taxes efficiently and why timing matters.
Meet Your Hosts & Speakers
Learn from experienced financial professionals dedicated to your success
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national publications.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.
Dan Estenson, CFP®, AIF® | Wealth Manager
With his CFP® and AIF® designations, Dan provides clients with comprehensive financial planning and tailored investment strategies. His credentials reflect a strong commitment to fiduciary guidance and his ability to address the complex financial needs of individuals and families, including portfolio management, tax-efficient strategies, retirement planning, and wealth transfer.
An Evening of Education
Enjoy a delicious dinner with a workshop focused on retirement planning
Complimentary Dinner Menu
Main Course
Your choice of Grilled Filet Beef (gf), Stuffed Chicken Breast (gf), or Wild Mushroom Pecorino Risotto Arancini truffle cream.
Sides
Arcadia Mixed Greens Salad; Warm Artisan Rolls with whipped butter; and Chocolate Panna Cotta, raspberry compote (gf).
Best-In-State Wealth Advisor
We're Humbled to Be Awarded
Ty Bernicke was recognized as a Best-In-State Wealth Advisor by Forbes for the ninth consecutive year. The list spotlights advisors leading the way in offering best practices and providing a high-quality experience for clients.
- Fiduciary Standard of Care
- Research-Driven Approach
- Comprehensive Planning
- Decades of Experience
Ty Bernicke, CFP®, named a 2026 Forbes Best-In-State Wealth Advisor (awarded April 7, 2026; data as of June 30, 2025). BWM did not pay for this award but paid a fee to license the logo. Award Disclosure
See What People Are Saying
Hear from people who've been through the process
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviewers have not been compensated or received any material incentives for providing a review. No material conflicts of interest have been identified within these reviews. BWM’s Woodbury office has maintained an “Excellent” 5-star rating on Google since January 26, 2024.
Reviews Disclosure
Why Attend This Seminar?
What makes this evening valuable for you and your family
Complimentary Dinner
Enjoy a delicious meal while learning in a comfortable, relaxed setting
Professional Guidance
Learn from a CERTIFIED FINANCIAL PLANNER™ with years of experience
Timely Insights
Understand how current events affect your retirement and investment strategy
Q&A Session
Get your specific questions answered in a welcoming group setting
Free Resources
Take home valuable planning materials and educational guides
Bring a Guest
Spouses and partners are encouraged to attend together