This webinar will provide a comprehensive overview of Roth IRAs, focusing on their unique tax advantages, including tax-free growth and withdrawals. Participants will explore eligibility requirements, contribution limits, and how Roth IRAs compare to other retirement accounts like Traditional IRAs.
Key topics covered in this course include withdrawal rules, the five-year rule, and strategies for maximizing contributions. This session will also evaluate Roth IRA conversions and their impact on long-term financial and estate planning. By the end, attendees will be equipped to effectively incorporate Roth IRAs into their retirement strategy.
Learning Objectives:
- Outline the key features of Roth IRAs, including eligibility requirements, contribution limits, and tax advantages compared to other retirement accounts
- Define Roth IRA withdrawal rules and apply the five-year rule to determine tax-free withdrawal eligibility and avoid penalties
- Evaluate strategies for maximizing Roth IRA contributions and conversions, and integrate Roth IRAs into estate planning to optmize overall long-term financial planning
Rizek Housari
Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000
Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.
As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.
Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.
Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.
About Our Presenter
Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof.
Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.