Roth Vs. Traditional 401 (k) & IRA’s -
​​​​​​​Are you maximizing your potential?

About The Lunch And Learn

Thank you for joining us! 

April 13th Lunch And Learn : 
During this sessions we will be discussing the difference between Roth and Pre-Tax contributions in a 401k plan or qualified IRA’s.  We will highlight the qualification requirements for each of the options based on household income levels, if you are eligible for other qualified retirement plans and your age.  Lastly we will further discuss the overall contribution limits and how that can impact your current retirement savings and tax planning in retirement years.
We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...
​​​​​​​April 27th - 12:15PM State of the Market
May 11th - 12:15PM Women & Investing - Who's the Boss of your money?

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Mitch Cook


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