6:00 pm - 7:00 pm
Are You Taking Full Advantage of Roth IRA Investing?
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.