Wright Financial Group, LLC

The Roth IRA Tax Playbook: Strategic Moves for 2026 and Beyond

About This Webinar

Take control of your retirement with our FREE online presentation focused on Roth IRAs. Learn how to maximize your tax-free growth, understand the unique advantages of Roth accounts, and incorporate them into your long-term retirement strategy.

Are you aware of how Roth IRAs can help you avoid Required Minimum Distributions (RMDs) and provide greater flexibility with your retirement income? Don’t miss out on strategies to keep more of your money working for you, tax-free.

Protect your hard-earned savings by discovering how to optimize Roth contributions, conversions, and withdrawals—helping you minimize taxes and maximize your legacy for your loved ones.

Hosted by David Wright this session delivers clear, actionable guidance to help you leverage Roth IRAs as a powerful tool for a confident, tax-smart retirement.

When
Monday, January 12, 2026 · 7:00 p.m. Eastern Time (US & Canada) (GMT -4:00) 
Agenda
  • Understand the key benefits of Roth IRAs compared to traditional retirement accounts.
  • How Roth IRAs help you avoid Required Minimum Distributions (RMDs) and tax penalties.
  • Strategies for funding your Roth IRA: contributions vs. conversions explained.
  • Tax-efficient withdrawal planning to maximize your retirement income.
  • Tips for leaving a tax-free inheritance with your Roth IRA assets.

Don’t miss this chance to take control of your retirement!

Interested in attending? Register here: https://www.bigmarker.com/wright-financial-group/the-roth-ira-tax-playbook-strategic-moves-for-2026-and-beyond

Date

Jan 12 2026
Expired!

Time

7:00 pm - 8:00 pm

More Info

Register Here

Organizer

Wright Financial Group
Phone
(419) 885-0957
Email
info@wrightfinancialgroup.com
Register Here

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Spencer Georgetti

Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.

Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.

Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.