Is Roth Right for You? Join Our Rothification Webinar

You’ve probably heard a lot of buzz around Roth IRAs, Roth 401(k)s, and Roth conversions—but knowing whether a Roth strategy actually makes sense for you is a very different question.

That’s why we’re inviting you to join us for an upcoming educational webinar: Rothification & Your Retirement How Roth strategies fit into a smart, tax-aware retirement plan

During this webinar, we will break down:

✅The key differences between Roth and Traditional retirement accounts—and when each may make sense ✅What recent rule changes mean for Roth 401(k)s, catch-up contributions, and high earners
✅How Roth conversions and Backdoor Roth strategies work (and common pitfalls to avoid)
✅Why tax diversification can play a critical role in retirement income planning

This session is designed to help you think through Roth decisions in the context of your overall financial picture—not just in isolation. Whether you’re early in your career, approaching retirement, or already retired and managing required minimum distributions, this webinar will give you clarity around when Roth strategies may help—and when they may not.

Speaker:

Chris McNeal, CFS | Regional Vice President & Wealth Advisor

About Chris: With nearly two decades of experience in the financial services industry, Chris has dedicated his career to helping individuals, families, and small businesses pursue financial freedom through comprehensive financial planning. Whether he is teaching retirement courses or educating his clients on market risk, longevity, inflation, and retirement income strategies, Chris’s passion for providing financial education plays an important role in his planning process. This webinar is educational in nature and does not provide individualized investment or tax advice. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.