A Roth IRA offers tax-free withdrawals, and you get a future bonus: Every penny you withdraw in retirement stays in your pocket, not Uncle Sam's. So why does such a low percentage of retirees own one?
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement planning is changing.
Come and learn more at this group presentation, hosted by retirement specialists at Wright Financial. This educational event will cover the imperative information you need to understanding Roth IRAs and how they can be used for a prosperous retirement.
David M. Wright, CLU, ChFC is a 30 year veteran in the financial services industry, working with families, individuals and businesses, in many different financial areas. He is Series 65 licensed, and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor located in Ft. Lauderdale, FL. As a pre and post retirement advisor, he has helped hundreds of people maximize the utility of their money with non-stock market, income generating financial products. David currently resides in Sylvania, Ohio with his wife Marcia. He has 2 sons and 2 beautiful grandchildren, Olivia and Jacob. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.