Funding your future with a tax-free Roth account
Minimizing taxes is an important goal for retirement savers. Roth accounts may provide a unique opportunity to generate tax-free income for your future financial needs. In this seminar, we'll review the benefits and rules of Roth IRAs, Roth employer plans, and Roth conversions to help determine if a Roth account may fit your investing needs.
Senior Strategist, Investor Education, E*TRADE Securities LLC
Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.
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