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