WEBINAR: Roth Vs. Traditional IRA – Which is Right for You? Roth IRAs and 401(k)s can be extremely beneficial for retirement investors. This BWFA workshop will show you how to take advantage of both of them. WEBINAR AUGUST 20, 2024 11:45 AM – 1:00 PM Topics will include: The differences between Traditional and Roth IRA’s Determining whether Traditional or Roth is right for you Positioning your assets before you retire Reducing your taxes during retirement Extending the life of your financial assets Creating tax planning flexibility during retirement PRESENTERS: TOWNSEND HORNOR, JR. CEPS Managing Director, Wealth Management & Executive Manager THAD ISMART CFP®, CEPS Senior Financial Planner TYLER KLUGE CFP®, CPWA®, CDFA®, CEPS Financial Planner We hope you can join us! Sincerely, Robert G. Carpenter President & CEO BWFA is a Fee-Only/Fiduciary Advisor. For questions or help registering, please contact Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900
