Roth IRA Basics

Date/Time
Date(s) - 04/06/2022
12:00 pm - 1:00 pm

Categories

• Seminar

Join us in learning how you can plan for a financially successful retirement!

Roth IRA Basics Webinar

We’ll cover questions such as …

• What is the difference between a Traditional IRA and Roth IRA?
• How do I fund a Roth IRA?
• What are the tax implications of a Roth IRA?
• What are Qualified and Non-Qualified Distributions?
• Can a Traditional IRA be converted to a Roth IRA?

…and many more!

Roth IRA Basics
April 6, 12 p.m.
Join Meeting

Meeting ID: 2559 668 1300
Passcode: uJTJCwcJ232

There is no cost to sign up, but space is limited. Please RSVP today.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment representatives are registered through CUSO Financial. The credit union has contracted with CUSO Financial to make non-deposit investment products and services available. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth-management solutions company and is not a registered investment advisor or broker-dealer. Investment products, services, and advice are only provided through CUSO Financial, a subsidiary of Atria.

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