Roth vs. Traditional IRA – Which is Right for You?


WHEN
Tuesday, July 30, 2019 from 11:45 AM to 1:00 PM EDT
*Lunch will be served 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044

(Driving Directions Link)
 
CONNECT WITH BWFA
 



Greetings!

 
Roth IRAs and 401(k)s can be extremely beneficial for retirement investors. This BWFA workshop will show you how to take advantage of both of them.
TOPICS WILL INCLUDE:
  • The differences between Traditional and Roth IRA’s
  • Determining whether Traditional or Roth is right for you
  • Positioning your assets before you retire
  • Reducing your taxes during retirement
  • Extending the life of your financial assets
  • Creating tax planning flexibility during retirement
PRESENTERS:
Managing Director,
Wealth Management
Sr. Financial
Planner
We look forward to seeing you there!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900