This two-hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and are considering utilizing a Roth IRA in their financial planning process. This course is designed to take the confusion out of Roth IRA’s and provide you with all the information you need to determine what’s right for you. This course will clearly explain the benefits of Roth IRA’s and the guidelines you must follow to own one. Upon completion you will know the difference between a traditional IRA and a Roth IRA. The rules you must follow to contribute to a Roth, and how to determine if a Roth IRA Conversion is right for you.
By attending this course, you will learn
• What is a Roth IRA?
• What is the difference between a traditional IRA and a Roth IRA?
• Can a traditional IRA be converted to a Roth IRA?
• What are the Pros and Cons of Roth IRA’s?
• How do Roth IRA’s effect Social Security benefits?
• How can Medicare and Medicaid effect the decision to purchase a Roth IRA?
• What are the tax consequences of converting to a Roth IRA?
• Are distributions from a Roth IRA tax free?
• And can a Roth IRA be passed on to your heirs?
This course is intended for
• Individuals and couples between the ages of 50 and up wanting to gain more knowledge and training to help maximize their retirement years
• People who simply want to better understand what they already have in their portfolios
• And anyone who is not 100% sure they will have a good retirement
