The Power of Roth Money
🌟💰 Roth retirement is the most powerful kind of retirement account! 💪 Learn why you need Roth money and how to start accumulating it today—no matter where you work or how much you earn. 📚💼
- Setting up and investing in a Roth IRA or retirement plan is one of the most important steps you can take to prepare for retirement. 🚀🏦
- In this course, I make Roth's easy to understand and guide you step-by-step through the process of creating and building Roth money for retirement and beyond. 🎓📈💎
We Cover:
🔍 What is a Roth? How does it work exactly? Including all the features of a Roth Retirement Account. Limits, taxes, and other administrative details you must know. 💡🧾💼
🚀 How to start a Roth. Establishing & funding. There are many ways to open and fund a Roth. We discuss multiple paths, including self-directing, employer-provided plans, and conversions. 💼💰📈
💡 Steps after opening a Roth. Funding, investing, & distributions. We explain the necessary steps for success once your Roth is established. This includes college funding ideas and estate planning. 🎓🏦💼
Our Curriculum:
📚 Defining a Roth:
- What is a Roth?
- How does it compare to other retirement accounts?
💼 How to start a Roth:
- Methods to fund a Roth, including self-directed, employer-based plans, and rolling over non-deductible 401k contributions.
- IRA Conversions
- Back-door Roth funding strategies
📝 Administrative & Tax Limitations to Roth Contributions & Withdrawals
🔁 Example comparison of Roth versus Traditional Money
🎁 Inheritance/Gifting Strategies with your Roth
🎓 Using Roth money for college
Join us now and unlock the power of Roth retirement accounts! Prepare for a secure financial future with expert guidance from a Certified Financial Planner®. Enroll today! 💪🌟🚀
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