Roth vs. Traditional: Take control of your tax situation (Webinar)

Did you know that Roth accounts allow you to pay taxes up front on your retirement savings and receive qualified distributions tax-free in retirement? James Dailey, AIF® and Brogan O'Connor, AIF® hosted a webinar on your retirement savings options, including Roth investment vehicles.

After listening to this webinar, you will know:

• What your four options are when leaving an employer sponsored retirement plan
• What the main benefits and drawbacks to Roth investments are
• Different strategies for making Roth contributions
• How to convert existing retirement savings to Roth money
• What the limitations are for a Roth strategy and how to work around them

Webinar Slides

Webinar Recording