All Things Roth

It’s time to get serious about accumulating Roth money for your retirement.

This quarter I’ve been focusing on Roth monies in a variety of ways. If you’re a client, you know I encourage you to save a portion of your retirement money into Roth vehicles.

With the likelihood of taxes going up given the current United States’ government’s balance sheet, accumulating Roth money now will be extremely beneficial as Roth withdrawals are entirely tax free—very valuable as taxes continue to increase.

With this in mind, I’m working on a more formal course designed to educate the public about the importance of Roth money, how it works, and the various methods of accumulating it. More information on that course coming soon;

for now, I will be providing ongoing webinars on various aspects of the Roth every couple weeks. I will send an email announcement with a link to the specific webinar & topic as I schedule them. If there is enough interest, I can also plan a question and answer session.

Our first webinar is scheduled for next Thursday, 8/18 at 10am EST. It will be rather short, as it will discuss the basics and define a Roth. A replay will be available if that time slot does not work for you. Click here to register.

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