This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and are considering utilizing a Roth IRA in their financial planning process. This course is designed to take the confusion out of Roth IRA's and provide you with all the information you need to determine if they are right for you. This course will clearly explain the benefits of Roth IRA's and the guidelines you must follow in order to own one. Upon completion you will know the difference between a traditional IRA and a Roth IRA. This course will clearly define the rules you must follow to contribute to a Roth and how to determine if a Roth IRA Conversion is right for you.
What You Will Learn
All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA), where you will gain 24/7 access to the following:
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.