EST2208. Workshop: All Things Roth

To submit a question or participate in polling, click the link above. From basics to the latest wrinkles. At this session you’ll learn what to avoid and what to focus on for maximum utilization of these popular retirement vehicles

Learning Objectives:

• Identify the pros and cons of Roth IRAs
• Analyze eligibility requirements and tax issues
• Apply tax and financial planning principles to assist clients with Roth planning