When it comes to saving for retirement, the choices you make today can have a meaningful impact on your financial future. Ballad Health retirement plans offer two great ways to save – Roth contributions and traditional pretax contributions – but understanding which option is right for you can feel overwhelming.
To help team members make informed decisions, Taft Simmons, corporate director of retirement plans, will host a live webinar alongside our Lincoln Financial retirement consultant team on Tuesday, April 7, from 11:30 a.m. to 12:30 p.m.
- Click here to add the event to your calendar.
- Click here to join the Microsoft Teams meeting directly.
During this session, you’ll learn:
- The key differences between Roth and pretax retirement contributions
- Why some savers choose Roth contributions while others benefit more from pretax options
- How each contribution type can affect your taxes now and in retirement
- Factors to consider when deciding whether Roth contributions may be right for you
The webinar will also cover an important regulatory update. Under current regulations, individuals who earned more than $150,000 in Federal Insurance Contributions Act (FICA) wages in the prior year are required to make catch-up contributions as Roth contributions. The Lincoln Financial retirement consultants will explain what this means and how it may affect your retirement strategy.
Whether you’re early in your career, planning for retirement or somewhere in between, this session will provide practical guidance to help you feel more confident about your savings decisions.
Don’t miss this opportunity to invest an hour in your future. Join on April 7 and take the next step toward building a retirement strategy that works for you.
Click here to see the flier below in PDF format.
