Roth IRA Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)

What You’ll Learn

-Understand the key differences between Traditional and Roth IRAs
-Learn how Roth IRA conversions work and when they may be appropriate
-Explore the potential tax advantages and long-term benefits of Roth strategies
-Review important factors to consider before converting retirement assets
-Understand common reasons a Roth conversion may—or may not—make sense
-Walk away with practical insights to help make more informed retirement planning decisions

This educational webinar is designed for individuals who:

-Are planning for retirement or are already retired
-Want to reduce future tax liability
-Have Traditional IRAs or 401(k)s
-Are interested in Roth conversion strategies
-Want to leave a more tax-efficient legacy for their beneficiaries

Join Craig Ferrantino, CWS®, CFF®, as he explains Roth IRA strategies in a straightforward, easy-to-understand format and discusses how thoughtful tax planning can play an important role in your retirement plan.

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA/ SIPC. Craig James Financial Services and United Planners are not affiliated.

This is meant for educational purposes only, and should not be considered specific investment advice or a recommendation for any individual to take a particular course of action.