Description
Join us for an exciting webinar exploring the benefits of after-tax contributions to employer retirement plans and IRAs, no matter your income. Our presentation will cover:
• Traditional pre-tax vs. after-tax contributions: Understand their long-term implications
• Backdoor Roth and Mega Roth strategies: Ideal for ultra savers and high-income earners
• IRS rules regarding conversions: Navigate the complexities with ease
• Developing a personalized plan: Tailor your strategy to fit your long-term goals
Learn about the many benefits of after-tax contributions to your retirement accounts, including legacy, tax, and retirement planning goals.
Date and Time
Fri, Apr 25, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), Nonqualified Plan Consultant (NQPC™) and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.