Date/Time
11/5/2025
8:00 AM - 8:58 AM Central
8:00 AM - 8:58 AM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
Pre-tax retirement savings never made sense. But it was our only option decades ago. Now we have something much more powerful in the Roth. However, people are investing pre-tax like it's 1980. James will discuss the power of investing in the Roth and how a solid understanding of this investment vehicle can help clients save in tax-advantaged accounts for the future. CPAs can add value to their practice by helping their clients understand these vehicles and whether to convert pretax savings into Roth accounts.
Speakers:
James Studinger
Location
Webinar
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