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Roth IRAs: A Great Option for Most Retirees


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 21, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Roth IRAs have been around since 1997, yet they only account for between 5 and 10% of retirement assets. In this webinar, you will learn why this needs to change and what it is that makes Roth IRAs such a great retirement tool. The webinar will also cover back-door Roth IRAs, mega backdoor Roths, and why January 1, 2026, is an important date for those wanting to convert assets into a Roth.

Learning Objectives:

  • Identify the difference between a traditional IRA and a Roth IRA

  • Recognize why a Roth IRA works so well to eliminate tax-rate risk

  • Identify the qualifications to contribute to a Roth

  • Determine if there are any other investments that work like a Roth

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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.

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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.