TAX STRATEGIES USING A ROTH IRA
Hosted by Cindi Hill
Retirement Solutions Consultant, CUNA Mutual Group
Tuesday, March 30, 2021 at 11:00 a.m. ET
This webinar will provide an introduction to Roth IRAs and will cover:
- Traditional IRA vs. Roth IRA
- Qualified and nonqualified Roth distributions
- Ways to fund a Roth IRA
- Converting a Traditional IRA to a Roth IRA & calculating the conversation taxes
- Who can convert to a Roth?
- Is a Roth IRA right for you?"
Click here to register.
*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.