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Ask the Experts.

Join us from the comfort of your couch!

WEBINAR:

Ask the Experts about Roth IRAs

Tuesday, September 21, 2021
at 11:30 am CT

Join Brandon for a free webinar as he sits down with special guest speakers Philip Floyd CFP, RICP, CRPC, CFS and Joe Dowdall MBA, CFP, RICP, CRPC, CCFC with Worth Asset Management to learn about Roth IRAs. During this Ask The Experts session you will learn about:

  • What is Roth IRA and Roth 401K
  • What is the difference between a Roth IRA and Traditional IRA
  • What are the pros and cons of a Roth IRA
  • What is the purpose of a Roth for estate planning, tax planning, spending and investing
  • Who is a good candidate for a Roth
  • What are Roth contributions and conversions

Live Q&A will be held at the end of the session.

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Attorney

Brandon McGee

Brandon McGee

Brandon enjoys a successful law practice focusing on estate planning, elder law, Medicaid pre-planning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients. 

We look forward to seeing you! Be sure to participate with your spouse, or feel free to invite a friend.