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

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


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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