About
Take control of your retirement with our FREE online presentation focused on Roth IRAs. Learn how to maximize your tax-free growth, understand the unique advantages of Roth accounts, and incorporate them into your long-term retirement strategy.

Are you aware of how Roth IRAs can help you avoid Required Minimum Distributions (RMDs) and provide greater flexibility with your retirement income? Don’t miss out on strategies to keep more of your money working for you, tax-free.

Protect your hard-earned savings by discovering how to optimize Roth contributions, conversions, and withdrawals—helping you minimize taxes and maximize your legacy for your loved ones.

Hosted by Nick Norvell, this session delivers clear, actionable guidance to help you leverage Roth IRAs as a powerful tool for a confident, tax-smart retirement.

Take control of your financial future—register now!
Agenda
  • Understand the key benefits of Roth IRAs compared to traditional retirement accounts
  • How Roth IRAs help you avoid Required Minimum Distributions (RMDs) and tax penalties
  • Strategies for funding your Roth IRA: contributions vs. conversions explained
  • Tax-efficient withdrawal planning to maximize your retirement income
  • Tips for leaving a tax-free inheritance with your Roth IRA assets
Presenter
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Nick Norvell
Client Acquisition Advisor
Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.

With a strong foundation in financial services and a deep understanding of his clients’ needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.

Currently residing in Toledo with his girlfriend, Tori, and their beloved black labs, Tux and Piper, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.
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