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Roth IRA Insights Webinar

Tax-Free Growth and Potential Downsides

Ensure that your financial future is safeguarded by making informed decisions about critical considerations when incorporating IRAs into your retirement strategy.

Discover answers to pivotal questions

  1. What is a Roth IRA?
    • Learn how Roth IRAs offer unique investment opportunities with tax-free growth.
  2. How are Roth IRAs Funded?
    • Understand the benefits and rules of contributing after-tax money to a Roth IRA.
  3. Contribution Limits for 2024:
    • Discover how much you can contribute and maximize your retirement savings for 2024.
  4. Additional Topics:
    • Explore advanced strategies like back-door contributions, and learn how to set up a Roth IRA for a minor.
  5. Roth Conversions:
    • Find out how Roth conversions can benefit you regardless of income or age limits.
  6. Understanding the 5-Year Rule:
    • Uncover the impact of the 5-year rule on your retirement planning and withdrawals.
      • DATE & TIME
        Dates TBD
      • Webinar Location
        Virtual Meeting over Zoom