Your Roth Roadmap: Contributions, Conversions and Considerations Before Tax Rates Rise
Should you contribute to a Roth IRA / 401(k) account? Is a tax-free retirement really possible?
Roth accounts offer a unique opportunity to achieve just that, but there’s a strategic roadmap involved to maximize its benefits. This workshop is your guide to unlocking the power of Roth accounts.
This comprehensive guide dives deep into not just contributing to a Roth, but also explores the strategic technique of:
– Roth Contributions
– Roth Conversions.
– Backdoor Roth &
– Mega Backdoor Roth Conversions
We’ll help you navigate the key considerations before tax rates potentially rise, so you can make informed decisions that supercharge your retirement savings. Whether you’re just starting your retirement journey or looking to optimize your existing strategy, “Your Roth Roadmap” equips you with the knowledge and tools to build a secure and tax-efficient future.
During this webinar, the facilitator may promote their services and/or written publications. NMA makes no representation or warranties (express or implied) about the quality of accuracy of the information contained in the webinar materials or services offered by the facilitator. NMA policy requires all facilitators to disclose any financial or other interest in all products, services, instruments, devices, or materials used during this learning event.
For any questions or technical assistance, please call the NMA Office at (937) 294-0421.
NMA is committed to providing a welcoming and inclusive environment for all its staff and members. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other protected category as outlined by applicable laws.