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Wealth Management Webinar: TAX STRATEGIES USING A ROTH IRA



Hosted by Cindi Hill
Retirement Solutions Consultant, CUNA Mutual Group

Tuesday, March 30, 2021 at 11:00 a.m. ET

This webinar will provide an introduction to Roth IRAs and will cover:

  • Traditional IRA vs. Roth IRA
  • Qualified and nonqualified Roth distributions
  • Ways to fund a Roth IRA
  • Converting a Traditional IRA to a Roth IRA & calculating the conversation taxes
  • Who can convert to a Roth?
  • Is a Roth IRA right for you?"

Click here to register.


*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.   


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