Roths & A Rum Bar

Let’s imagine we’re sitting by the pool with a fruity drink in our hand, sun is hot, and the shade is cool. Now, let’s talk about roths. We’ve all heard of them, but did you know October 2022 there was a new act passed offering new opportunities? Join Comprehensive Financial Solutions to learn more about what is a roth, why is it relative in your situation, tax-free withdrawals and how you can still work on conversions but considering taxes during that time is key. Learning more about roths is much easier when the drink is cold and the rum is strong!

Meet us in the Signature’s boardroom for some rum and learn the latest about roths.