Introduction to Roth IRAs: is a Roth IRA right for you?

Roth IRAs have become popular retirement savings vehicles since their introduction in 1998. A recent study found 19.4% of U.S. households had a Roth IRA. But how do you know if a Roth IRA is right for you? Register fo this complimentary virtual webinar on Roth IRA basics to learn more. This webinar will cover the following important Roth IRA considerations:

• What is a Roth IRA
• The potential tax benefits of Roth IRAs
• Who qualifies to open a Roth IRA and who does not
• The differences between traditional and Roth IRAs
• Three primary ways to fund a Roth IRA
• Qualified vs nonqualified Roth IRA distributions

Register for this complimentary webinar today.

Presented by:
Steven M. Ravlin
Investment Services Associate
CUSO Financial Services, L.P. (Member FINRA/SIPC)
At Oregon State Credit Union

Registration is required—register for this webinar by clicking the registration link below.

A Zoom webinar link will be sent to the email address you provide at registration. Please be sure to check your spam/junk/promotions folder for the webinar link. 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.