Harnessing the Power of ROTH at Scottsdale Mustang Library
Details
FREE CLASS: Harnessing the Power of ROTH
Please join us at 10:30 am MST
Scottsdale Mustang Library
10101 N 90th St, Scottsdale, AZ 85258
Class starts at 10:30 am Arizona Time
Unlocking the power of Roth could be the difference between “getting by” in retirement and having true control over your taxes and income. In this new session, CERTIFIED FINANCIAL PLANNER© Scott Sandell breaks down Roth IRAs in plain English—why the government actually wants you to use them, when Roth makes sense (and when it absolutely doesn’t), and how smart Roth moves can give you tax‑free income for life and even 10 years of tax‑free growth for your heirs. You’ll discover: The three “buckets” of money (pre‑tax, after‑tax, Roth) and how to use each one strategically. Simple rules to know whether you should be using IRA or Roth this year based on your tax bracket. How to convert at 12% instead of 22–32%, avoid surprise Medicare IRMAA costs, and reduce taxes on your Social Security and your heirs.
CLICK HERE to register and we will see you there!
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