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Webinar – Roth IRA Basics



October 22


6:00 pm - 7:00 pm

Are You Taking Full Advantage of Roth IRA Investing?

Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you’ll be in a higher tax bracket in the future.

In this seminar you will learn:

  • The difference between Roth IRAs and traditional IRAs
  • The conditions that make Roth IRA distributions free from federal income tax, and contribution rules for Roth IRAs
  • Ways to convert a traditional IRA and/or employer retirement plan to a Roth IRA
  • How to calculate the conversion tax

You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

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