Five Roth IRA Mistakes in Retirement

This 2-hour session highlights the most common Roth IRA mistakes retirees make, and how to avoid them to maximize tax-free income. Roth IRAs can be one of the most powerful retirement planning tools, but only if they are used correctly. In this class, we’ll highlight five of the most common mistakes retirees make with Roth IRAs and how to avoid them. From contribution and conversion rules to distribution strategies and tax implications, you’ll learn how to make the most of your Roth IRA for long-term, tax-free income in retirement. Students will receive a Roth IRA guide and workbook.