Financial Wellness Wednesdays: 'To Roth or Not to Roth'

Financial Wellness Wednesdays: 'To Roth or Not to Roth'

Oxford Community Center | 200 Oxford Rd, Oxford, MD 21654, USA
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Financial Wellness Wednesday: ‘To Roth or Not to Roth’ with Capt. Brett M. Sause, AIF®, CFF®, CLTC®, FSCP®, LACP, LTCP, LUTCF® – CEO and Wealth Advisor, Accredited Investment Fiduciary®, Certified Financial Fiduciary®

Roth IRSs can be a powerful retirement and tax-planning tool – but a Roth is not automatically right for everyone. This educational session explores Roth IRA contributions, income and contribution limits, Roth conversions, tax considerations, and when a Roth strategy may – or may not – make sense. FREE, cash bar and nibbles. RSVP online at oxfordcc.org.

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