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


Roth IRAs and 401(k)s can play an important role in retirement planning. Baltimore-Washington Financial Advisors invites you to an educational workshop exploring the differences between Traditional and Roth accounts, tax-reduction strategies in retirement, and ways to create greater financial flexibility.

WEBINAR
JUNE 10, 2026
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

  • The differences between Traditional and Roth IRAs
  • 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:

THAD ISMART
CFP, ChFEBC℠, CEPS
Senior Financial Planner
TYLER KLUGE,
CFP®, CPWA®, CDFA®, CEPS, ChFEBC℠

Senior Financial Planner
 

For questions or help registering, please contact
Jadyn Wynn, Marketing Associate | [email protected] | 410-461-3900