Broker Check
11 Feb
Roth IRA Basics

Description

Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes.  Is a Roth IRA right for you?  The answer is a complicated one, and it depends on your particular situation, including whether you believe you will be in a higher tax bracket in the future.

This webinar on Roth IRAs will help you understand:

  • The difference between Roth IRAs and Traditional IRAs
  • The conditions that make Roth IRA distributions free from federal income tax, and contribution rules for Roth IRAs
  • Ways to convert a traditional IRA and/or employer retirement plan to a Roth IRA
  • How to calculate the conversion tax

Presented by Wealth Management at UW Credit Union 

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to affect some of the strategies.  Investing involves risks including possible loss of principal.

Date and Time

Wed, Feb 11, 2026

12:00p - 1:00p CST

Location

Online

PT1H

Event Registration

Will you be able to attend this event?