Free Monthly Webinar Series

Roth vs. Traditional IRA - Which to Use for Saving for Retirement

Date:  Thursday, March 14, 2019 at 2:00 PM ET

Featured Presenter:  Joel Cundick, Certified Financial Planner®

Join Joel Cundick, CFP® as he answers the following questions:

  • What are the characteristics of Roth and traditional tax-deferred retirement savings?
  • What limits would prevent you from contributing to either?
  • How does contributing to a Roth or Traditional IRA affect your tax return?
  • What are the tax differences at the time of withdrawal between a Roth IRA and Traditional IRA?
  • How does the Roth/Traditional decision apply to the Thrift Savings Plan?
  • How are spouses and children’s tax situations affected by inheriting Roth or Traditional IRA accounts?
  • Should you consider an IRA in addition to your savings with the Thrift Savings Plan?