A Roth IRA is a great retirement savings vehicle with multiple tax benefits. However, income limits exist where yours may be too high to contribute directly to one. Good news! There is another path to the Roth IRA through what’s commonly called the Backdoor Roth IRA. Our Managing Partners Todd Youngdahl, CFP® and Maura Schauss, CFP® will walk you through an overview on how to contribute to a Roth IRA. Complexities do exist, so connect with us should you have specific questions on how this savings vehicle could work for you. LEARN MORE at www.washingtonwealthadv.com CONTACT US at 703.584.2700 or info@washingtonwealthadv.com IMPORTANT WASHINGTON WEALTH ADVISORS DISCLOSURE INFORMATION at www.washingtonwealthadv.com/disclosures ABOUT WASHINGTON WEALTH ADVISORS Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial plan...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)