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Making Sense of the Roth: Is It Right For You?

Online Class

04/16/2025 @ 4:00 pm - 5:00 pm

Details

  • Date: 04/16/2025
  • Time:
    4:00 pm - 5:00 pm
  • Event Category:

Description

For many, a Roth account may be a good option. Here, participants can explore Roth IRA and 401(k) basics and learn about tax diversification, eligibility, contribution and withdrawal rules, and conversion.

In this workshop, you will learn about:

  • The basics of Roth IRA and 401(k) accounts
  • What is tax diversification and why is it so important
  • Eligibility, contribution, and withdrawal rules and what they mean to you

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