Tag: Webinar

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.