ROTH IRAS: A GREAT OPTION FOR MOST RETIREES
Available Date
Course Description:
Roth IRAs have been around since 1997, yet they only account for between 5 and 10% of retirement assets. In this webinar, you will learn why this needs to change and what it is that makes Roth IRAs such a great retirement tool. The webinar will also cover back-door Roth IRAs and mega backdoor Roths, and why January 1, 2026, is an important date for those wanting to convert assets into a Roth.
Learning Objectives:
- Identify the difference between a traditional IRA and a Roth IRA
- Recognize why a Roth IRA works so well to eliminate tax-rate risk
- Identify the qualifications to contribute to a Roth
- Determine if there are any other investments that work like a Roth
Testimonials:
James Hennick (Quandt Berndt)
“Dave Hall provided a wealth of very practical and vital information in the one hour presentation. I gained new insight into all of the possibilities that are available with Roth IRAs and Roth 401(k)s.”
Chandan Gandhi (H& R Block)
“Great job. Very clear to understand. Thank you so much, please notify me of any future seminar, I will join it. Thank you”
Sam Susser (Susser & Associates CPA Inc)
“As much as I thought I knew about Roth IRA’s there were a few valuable nuances that I picked up today. TY”
Shellene Kraft (SM Energy)
“I am sharing this presentation with my children. Wish I had this information earlier for my own benefit.”
David McMillan (WealthWave)
“Webinar was excellent. I learned a lot. Very good course for investment/retirement savings beginners.”
Jim Zaidain (James A. Zaidain, CPA)
“Another superb webinar from Dave Hall! Always learn important tips and what to do.”
Gordon Dirksen (Anthem, Inc)
“It was a great webinar!! Everyone should take this webinar!!”
Richard Ave Maria (Richard Ave Maria LLP)
“Excellent webinar presented by a very knowledgeable speaker.”
