Everything Roth IRAs - Booked banner.png
Saturday, 5/18/2024
2:00 - 3:30

Roth IRAs are a very effective retirement planning tool.  Learn about: 

  • Qualifications to contribute to a Roth IRA 

  • Best candidates for a Roth IRA contribution 

  • How to take money out of a Roth IRA with no tax or penalties 

  • Back Door Roth IRAs 

  • Mega Back Door Roth IRAs 

  • The new 529 Plan Rollover to Roth IRAs 

  • What happens to Roth IRAs at death 

Presented by Lawrence Pon CPA/PFS, CFP, EA, USTCP, AEP