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Schedule a Consultation 410.461.3900

WEBINAR: Roth vs. Traditional IRA – Which is Right for You

 
Greetings!
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
Thursday, May 11, 2023 from 11:45 AM to 1:00 PM EDT
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:

Managing Director, Wealth Management & Exec. Manager
Senior Financial Planner
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested

as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
       
 
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