Tag: Wealth Management

Posted onApril 29, 2021
This topic will help you understand the rules regarding both Roth IRAs and Roth 401(k)s and why they should be part of your strategy. Learn how to determine who can contribute directly to Roth accounts and who needs to look for backdoor solutions.
Posted onOctober 5, 2020
Join Robert Canterbury from BST Wealth Management for a webinar on Pre-election Planning and Strategy. With the presidential election rapidly approaching, now is a good time to evaluate your tolerance for risk and determine if any investment allocation changes may be warranted.
Posted onAugust 24, 2020
Join Robert Canterbury from BST Wealth for a webinar on Multiple Employer Plans (MEPs). The SECURE Act has made it easier and less expensive for small businesses and self-employed to create and set up a retirement plan for owners and employees. Multiple Employer Plans (MEPs) are easy to set up and implement.
Posted onOctober 23, 2019
BST will welcome GE employees affected by the recent pension freeze to learn about their options during a free seminar on Wednesday, November 6 from 9 to 10 a.m.