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

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