Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:
In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to know about Roth IRAs on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.
Talking Points:
1. What is a Roth IRA
2. 5-year rule
3. How to use Roth IRA's in retirement
4. Roth Conversions
Resources –
• “What Is The Mega Roth And How Can I Use It”, Consider This Program episode What Is The Mega Roth And How Can I Use It – https://yourlifeafterwork.com/what-is-the-mega-roth-and-how-can-i-use-it
• “Are you prepared for the Tax Tsunami?”, Consider This Program episode Are you prepared for the tax tsunami? 1140 – https://yourlifeafterwork.com/are-you-prepared-for-the-tax-tsunami-1140
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
