TO ROTH OR NOT TO ROTH…THAT IS THE QUESTION
Many retirement plans now offer a Roth contribution option, but only 23% of individuals are using this feature*. There’s still considerable confusion about Roth and many continue to ask, “What’s right for me?” Join us for an easy-to-understand overview of Roth contributions and the key factors one should consider when selecting Pre-tax v. Roth (or a combination of the two). At last…this is the Roth overview you’ve been waiting for!
All retirement plan participants and eligible employees are welcome!
Please join us on Tuesday, August 11th (1:00pm EST / 12:00pm CST / 10:00am PST) for this live Participant Education event!
Limited space available so register today!
This session will be recorded.
Strategic Retirement Partners and its associates do not provide tax advice. Accordingly, any discussions of U.S. tax matters contained herein (including any attachments) is not intended for written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with Strategic Retirement Partners of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.
Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment advisor representatives of Global Retirement Partners; or (2) solely investment advisor representatives of Global Retirement Partners. Although all personnel operate their business under the name Strategic Retirement Partners (SRP) they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.