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Weekly Webinar: This CPA Got It WRONG! Facts About Roth Contributions for 2023 and 2024

Saturday, 30 March, 2024

It happened again! A client’s CPA told them that they could not do a Roth contribution for 2023 because their income was too high. I’ll explain where he got it wrong in this video. Be sure to tune in to learn the important details.

CHAPTERS

0:00Introduction & Upcoming
06:22Slott Report
20:43Market Update
34:25The Financial 15

You can reach us at questions@attleborowealth.com. Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

questions@attleborowealth.com

WEEKLY WEBINARS

Each Tuesday at 10:00 a.m., I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates, and analyst reports, and a timely Financial Planning strategy or technique. Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. 

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Mark Byelich has been nominated and has won several awards. Mark Byelich did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management
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Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.