Roth IRAs: A Great Way to Save and Why You Should Have One *In-Person* *NEW*
This class is for anyone who wants to learn why a Roth IRA is a great way to save throughout your working lifetime. You will learn what it is, who qualifies, how to invest your funds, conversions, and other more sophisticated strategies such as “back-door” and “mega-back-door” versions of a Roth IRA. Instructor: Jimmy Becker
Sections
ROTH-SP24.01
Saturday 11am-12pm. Jun. 1. Please note, date has changed from the printed catalog.
This class will meet in-person at CCAE. Please view our In-Person Class Guidelines prior to enrolling.
Instructors: Jimmy Becker
Instructor
Jimmy Becker
Jimmy Becker is the founder of FinanciallySpeaking. where he provides one-on-one financial planning services as well as creating and presenting customized workshops on many dimensions of financial decision-making to employee groups, adult education learners, and graduate students.
Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what is offered, but what you really need are answers to basic financial planning questions that are unbiased, understandable, and actionable.
Jimmy began his career on Wall Street as an options trader and understands the financial services industry from the inside out. He earned an Economics degree from Brown University and an MBA from the Yale School of Management.
You can learn more about him at financiallyspeaking.org.