Webinar: Roth IRA Benefits for Your Financial Future and Tax Efficiency Live Webinar by Cornerstone Wealth Management

Take charge of your retirement with our FREE online presentation on Roth IRAs. Discover how this versatile retirement account can help you build tax-free income, reduce your tax burden, and create a more secure financial future.

Are you taking full advantage of what Roth IRAs have to offer? Learn about the unique benefits of Roth IRAs, from tax-free growth and withdrawals to avoiding required minimum distributions (RMDs). Uncover strategies for converting traditional retirement accounts into Roth IRAs and the potential long-term savings benefits.

Protect your savings and maximize your retirement income! Understand how Roth IRAs fit into your retirement plan, including key rules, contribution limits, and strategies to ensure your money works harder for you.

Hosted by President and Founder Erich Castillo, this session offers actionable insights to help you plan effectively and make informed decisions about your retirement accounts.

WEBINAR ENDED

Agenda

Contribution Limits: Understand the current contribution limits and eligibility requirements for Roth IRAs.
Tax Benefits: Learn how to maximize Roth IRA tax advantages both during your working years and in retirement.
Conversion Strategies: Explore best practices for converting traditional IRAs to Roth IRAs to optimize tax benefits.
Withdrawal Rules: Review the rules for tax-free withdrawals from Roth IRAs and strategies to make the most of them.
Estate Planning: Discover how Roth IRAs can be integrated into your overall estate planning strategy.

Presenter

Erich Castillo, CLU, ChFC

President and Founder

Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women's gymnastics, and men's tennis teams.

Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.

Erich prides himself on continuing his education and the research of emerging market trends and new investment opportunities. He is currently an Investment Advisory Representative.He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.

Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky. She is a native of Louisville and graduated from Male High School. Together, they have two great sons, Brandon and Carson. Emily and Erich are avid UK Wildcat fans, but Brandon and Carson have broken ranks to become U of L Cardinal fans...go figure!

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