About
Take charge of your retirement with our free online session on Roth IRAs. See how this flexible account can help you grow tax-free income, lower your tax bill, and build a more secure future.

Are you making the most of a Roth IRA? We’ll break down the key benefits—tax-free growth and withdrawals, no required minimum distributions (RMDs), and smart strategies for converting from a traditional account. You’ll also see how these moves can lead to big savings over time.

Protect your nest egg. Learn the rules, contribution limits, and simple strategies to make sure your money works harder for you.

Hosted by David Wright, this straightforward session gives you clear, practical guidance for planning with confidence.

Save your spot today and start building tax-free income for retirement.
WEBINAR ENDED
Agenda
  • Contribution rules: What you can put into a Roth IRA this year and who qualifies.
  • Tax perks: How to take advantage of the Roth’s tax benefits now and later in retirement.
  • Conversions: Smart ways to move money from a traditional IRA into a Roth and cut future taxes.
  • Withdrawals: The rules for taking money out tax-free and how to use them to your advantage.
  • Passing it on: How a Roth IRA can fit into your estate plan and help your loved ones.
Presenter
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David Wright
Owner / President
David M. Wright, CLU, ChFC is a 38-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm 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 income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.
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