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Learn at Lunch: The Techniques and Advantages of Investing in Roth IRAs and Roth 403(b) plans

12:30 PM to 1:30 PM

Workshop Description:
Roth investments offer many advantages:

  • as an income tax hedge in retirement,
  • a source of funds for home purchases and other permitted uses long before retirement,
  • an estate-planning technique.

Statistics indicate that only a tiny percentage of working-age investors own Roth IRAs or workplace Roth accounts, an unfortunate situation that arises from lack of information about them. This presentation will supply you with a framework for recognizing the advantages of Roth plans, knowledge how they operate, understanding when to use them instead of the conventional alternatives, and the tools to evaluate them in light of your own circumstances.

Both Roth IRAs and SCU's Roth 403(b) plan will be covered in this session.

Facilitator: Joe Crowley, SCU Financial Counselor

Cost: Free


475 El Camino Real
Manresa Learning Center

Debby Morrison
Tel 408-554-2758

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