Roth IRA Webinar
Roth IRAs have been around since 1997, yet they only account for 5-10% of retirement assets.
If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one?
In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool.
Get informed–Get the facts! Join us for this timely webinar where we will cover learning objectives such as:
👉 Identify the difference between a traditional IRA and a Roth IRA
👉 Recognize why a Roth IRA works so well to eliminate tax-rate risk
👉 Identify the qualifications to contribute to a Roth
👉 Determine if there are any other investments that work like a Roth
👉 Why January 1, 2026 is an important date for those wanting to convert assets into a Roth
These are just a few things covered in this brand-new and timely ONLINE presentation.
One of the questions we hear most often from attendees is: “What else can I learn about Roth IRAs?”