Should I Do a Roth IRA?
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 101
- Bundle(s):
- Life Bundle
- Categories:
- Life | Health
- Speaker:
- Charlie Matejowsky
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Access for 90 day(s) after purchase.
Description
Federal income taxes are at their lowest point in many years. With the National Debt over $30 Trillion a rise in taxes is imminent. This presentation shows way to create tax free money for the future. It emphasizes both the Individual Roth IRA and the Roth 401(k).
SC Course number 6000126045Type of Course: Life, Accident & Health
Basic Course Information
Learning Objectives- To help participants determine if a Roth IRA could be beneficial to their retirement planning
Major Subjects
- How/what Federal Income tax applies to
- Types of Retirement Income
- How a Roth IRA works and it's benefits
Course Materials
| Please Read - VOD credit instructions and state specific required forms (156.9 KB) | Available after Purchase | ||
| Should I do a Roth IRA timed outline (12.5 KB) | Available after Purchase | ||
| Should I do a Roth IRA Slides Handout (496.8 KB) | Available after Purchase | ||
| 2022 DOI Statement (132.3 KB) | Available after Purchase | ||
Speaker
Charlie Matejowsky Related Seminars and Products
Life and Annuity Certified Professional
Van Dyke Rankin Insurance
Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June, 1982, as a personal and commercial lines producer. Since March, 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients.
Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities. Matejowsky is a 35-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIDA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. Recently, Charlie was awarded the 2019 NAIFA -Texas Lifetime Achievement Award.
He has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States. He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years.
Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.
Charlie and Carolyn, his wife of 55 years, were awarded the 2019 Washington County Chamber of Commerce Man and Woman of the year awards. It is the first time that a couple has received that award at the same time.
State Specific Details
Basic Course Information
Designed For Anyone who ever plans to retirePromo Video
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