Roth IRAs: Paying Tax With a Plan
Stein Financial Group
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Roth IRAs: Paying Tax With a Plan
39 просмотров · 11 дней назад
Stein Financial Group
77 подписчиков
39 просмотров · 11 дней назад
In this webinar, financial advisor Anthony Gerbi explores Roth IRAs, traditional retirement savings, and Roth conversions–and how the timing of retirement income can affect your tax picture. He walks through a real-world case study and discusses how paying taxes now versus later can shape your retirement strategy.
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Anthony Gerbi – Financial Advisor, CEO & President
1600 Utica Ave S – 9th Floor
Saint Louis Park, MN 55416
Disclosures:
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.