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Roth IRA or Not? Listen in on the new Roth IRA Rules

by Fern Alix LaRocca

in 6. Retirement Planning, 7. Tax Planning

Join me in an interview with Curtis Smith CFP®, a fee-only Financial Advisor,
to find out how a Roth IRA works and if it is right for you.
You can listen in at

RothIRA033010

What you will learn:

  • What is a Roth IRA and how it differs from a traditional IRA
  • The basic strategy of a  conversion
  • Who benefits from a Roth IRA and how

I am pleased to highlight fee-only financial planners who really know their stuff. Curtis is from Sugarland, Texas and a real charmer who is very sharp on retirement planning. I look forward to discussing this timely topic. Don’t miss it! Remember, it is only a half hour.

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