Feb 19

Roth IRA Basics: Is one right for you?

Are You Thinking About Investing in a Roth IRA?

Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, qualified distributions from Roth IRAs aren't subject to tax.

Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in a higher tax bracket in the future. Join our webinar to learn more about your options.

Please note: This webinar starts at 1pm Pacific / 2pm Mountain / 3pm Central, and will last about an hour.

Virtual location

You will receive a confirmation email with a URL.

Feb 19, 2025 02:00pm MT

Presented by:

Bernell Baker

Financial Consultant - Alliant Retirement and Investment Services

About Bernell

Financial professionals are registered reps with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.