Roth VS Traditional IRA


 

WHEN
Thursday, March 28, 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 US
 

 

 

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