Roth IRAs offer unique value for your retirement strategy. From tax-free earnings to no age limits for contributions, Roths help you save. Yet, most investors don’t capitalize because they never learned. Wondering if a Roth can benefit your strategy?
In this expert introduction to Roth IRAs with John Paul Ruiz, you will learn:
- If you qualify for a Roth IRA per IRS eligibility criteria
- Unique advantages that make Roth IRAs valuable
- Permitted investment options and associated regulations to avoid penalties
- How to get started and optimize tax season with savvy reporting
Date: August 16, 2023
Duration: 1:32:31 minutes (including a 40-minute Q&A starting at 52:53)
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation slides here.
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Presentation Audio: Stream or download the mp3 here.
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Timestamps for Presentation Highlights:
Section 1: Characteristics of a Roth IRA
• Starts: 12:09
• Ends: 23:03
Section 2: Roth IRA Funding Sources
• Starts: 23:04
• Ends: 32:00
Section 3: Permitted and Prohibited Investments
• Starts: 32:08
• Ends: 42:11
Section 4: Tips for Roth Reporting
• Starts: 42:12
• Ends: 51:45
Section 6: Q&A
• Starts: 52:53
• Ends: 1:32:21
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