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SUMMARY:Roth IRA Strategy Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:What You’ll Learn \n-Understand the key differences between Traditional and Roth IRAs\n-Learn how Roth IRA conversions work and when they may be appropriate\n-Explore the potential tax advantages and long-term benefits of Roth strategies\n-Review important factors to consider before converting retirement assets\n-Understand common reasons a Roth conversion may—or may not—make sense\n-Walk away with practical insights to help make more informed retirement planning decisions \nThis educational webinar is designed for individuals who: \n-Are planning for retirement or are already retired\n-Want to reduce future tax liability\n-Have Traditional IRAs or 401(k)s\n-Are interested in Roth conversion strategies\n-Want to leave a more tax-efficient legacy for their beneficiaries \nJoin 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. \nClick Here to Sign Up!\n  \nCraig 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. \nThis 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.  \n  \n 
URL:https://craigjamesfinancial.com/event/roth-ira-strategy-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
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