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Writer's pictureSpectrum Investment Advisors

Explore Pre-Tax & Roth Retirement Options

Click here to view the Webinar Recording  Join Marina Moths, Spectrum’s Financial Education Manager, and Max Flanagan, financial literacy advocate and Wealth Manager at Spectrum, for an engaging GuideSteps Financial Wellness presentation. They simplify the complexities of retirement tax-saving strategies, focusing on Pre-Tax & Roth options.


Highlights:


  • Learn about Pre-Tax & Roth contributions and how they impact your savings.

  • Discover different retirement account options available to you.

  • Compare IRAs vs. Employer Defined Contribution Plans to find what fits your needs.

  • Understand the benefits and considerations of Roth conversions.

  • Identify important milestones and economic indicators to guide your planning.








GuideSteps Financial Wellness powered by Spectrum Investment Advisors

CONTACT

 

800-242-4735

guidesteps@spectruminvestor.com

 

6329 West Mequon Road

Mequon, Wisconsin 53092

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Spectrum Investment Advisors, Inc. is an SEC registered investment adviser located in Mequon, WI.  Registration with the SEC does not imply a certain level of skill or training.  Our Privacy Notice, as well as our Form ADV Parts 2A and 2B and our Form CRS are available at https://spectruminvestor.com/disclosures/.

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