Venue
Webinar

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Event Date Fri Apr 1 CDT (in 4 months)
In your timezone (EST): Fri Apr 1 2:00pm - Fri Apr 1 3:00pm
Location Webinar
Region Americas
Details

Roth IRAs aren’t new anymore and have really picked up traction in recent years. Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio. Learn about the popular “Roth IRA Loophole”, Roth IRA tax benefits, conversion issues, estate planning for beneficiaries, and what sets a Roth IRA retirement vehicle apart from Traditional IRAs and other qualified retirement plans.

Who Should Attend;
This is beneficial for credit union staff who work directly with members on their personal investments including front-line staff, branch managers, loan officers and member service representatives.