This session highlights the world of traditional and Roth IRAs, retirement savings vehicles many can take advantage of, yet not enough do. First, we will test your knowledge about these individual retirement plans that can provide tax advantages for retirement savings. Next, we will review the nuts and bolts behind each. Finally, we will review a real-life example of how to assess which IRA approach may be best for your needs.
Glenn Kent works as a financial advisor with Ameriprise. He earned an associate degree while attending community college in Pennsylvania and continued his path in education, obtaining a PhD in psychology. In addition to financial advising, Glenn teaches at the community and state college levels in Virginia. With advanced education and training in psychology, Glenn appreciates the important role of emotions and behavior in successful financial planning and investing. Glenn is an exercise enthusiast and lives in the city of Roanoke with his wife and three children.
Only those attending the LIVE webinar will receive a certificate of attendance. Thank you!