Roth vs. Traditional: Take control of your tax situation

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?

Watch the webinar recording to learn about your retirement savings options, including Roth investment vehicles. After 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 Presenters

Ross James, CFP®, AIF®, QPFC

Vice President, Personal Investment Services

View Ross' Bio

Mike DiBacco

Investment Consultant, Personal Investment Services

View Mike's Bio