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Presentation: Everything Roth IRAs

Saturday, 5/18/2024
2:00 - 3:30
Virtual Library

United States

Register

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 

Work it

An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

sfpl.org/work-it

Spotlight

Older Adult

Learn and live well at any age.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.