Partial Roth Conversions

Partial Roth Conversions are Here!

Join these webinars to learn more

Partial Roth Conversions Are Here: What You Need to Know

November 5, 2026 at 9:30AM MT

Join SILAC's Kylie Gormly, Chief Operating Officer, and Molly McEwin, Sales Regional Vice President, to explore partial Roth conversions, learn how the process works, and get answers to your questions.

Beyond the Basics: Partial Roth Conversions in Action

November 18, 2026 at 9:30AM MT

Join SILAC and nationally recognized retirement planning expert, Heather Schrieber, as she shares her firsthand experience with partial Roth conversions and explores how they can provide greater flexibility and valuable retirement planning opportunities.

See How it Works with This Hypothetical Example:

$25,000.00 Partial Roth Conversion Request

Because the requested conversion is 20% of the account value, 20% of each component moves to the Roth policy.

Policy Component

Before Conversion

Moves to Roth

Remains on Source

Premium

$100,000

$20,000

$80,000

Interest

$20,000

$4,000

$16,000

Bonus

$5,000

$1,000

$4,000

Total Account Value

$125,000

$25,000

$100,000

Hypothetical example for illustrative purposes only. It does not represent any specific SILAC product and is not a projection of future value.

Marketing Materials

For Agent use only. Materials approved for consumer use are marked.

This material is intended to provide educational information. Fixed indexed annuities are issued by SILAC Insurance Company®. Product availability and features vary by state. Not a deposit; not FDIC/NCUA insured or bank guaranteed. Indexed interest is not a direct investment in the market. Guarantees are backed by SILAC's claims-paying ability. Roth conversions are taxable; SILAC does not provide tax or legal advice. Licensed in CA as SILAC Life Insurance Company™, #6244-8.

DISCLOSURES

Convert on Your Own Terms