Making Sense of the Roth: Is It Right For You?
Online Class
04/16/2025 @ 4:00 pm - 5:00 pm
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