WEBINAR ENDED
About This Webinar
Roth Iras are a fantastic planning tool. In this 1/2 hour session, we will cover the basics you should know.
Agenda
  • Qualifying for a Roth IRA
  • Funding a Child's Roth IRA
  • Tax Free-Vs Tax Deferred: Roth IRAs Vs Traditional IRAs
Presenters
  • 1629909772-e0fb9aebde150cbf
    Team Del-Sette
    The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
    The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
    Del-Sette Capital Management, LLC (“Del-Sette”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Del-Sette and its representatives are properly licensed or exempt from licensure.
    For additional information, please visit our website at www.HappinessInRetirement.com.
  • G
    Glen Allen CFP®
  • B
    Brent Smith CFP®