Description
Roth vs. Traditional: Smart Tax Strategies for Retirement
Hosted by Ledgerly LLP & DiMatteo Group Financial Services
Many investors spend years focused on growing their retirement accounts but give little thought to how those dollars will be taxed.
Join us for a complimentary Lunch & Learn where tax and retirement planning professionals come together to help you understand the key decisions that may impact how much of your retirement savings you actually keep.
We'll discuss:
✅ Roth vs. Traditional retirement accounts
✅ When Roth contributions may make sense
✅ Roth conversion opportunities
✅ Backdoor Roth strategies
✅ Retirement tax planning considerations
✅ How inherited retirement accounts impact your children and beneficiaries
✅ Common mistakes investors make as they approach retirement
Whether you're still building wealth, approaching retirement, or already retired, you'll leave with practical ideas you can use immediately.
Date: September 29, 2026
Time: 11:00 AM - 12:00 PM
Virtual Option:
Microsoft Teams link provided upon registration.
There is no cost to attend, but registration is required.
Reserve Your Seat Today
Date and Time
Tue, Sep 29, 2026
11:00a - 12:00p EST