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Webcast

Should I Do a Roth IRA?


Total Credits: 2 including 2 CE Credit

Average Rating:
   86
Bundle:
8 HR Life Bundle
Categories:
Life |  Health
Faculty:
Charlie Matejowsky
Course Levels:
Basic
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


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 6000126045

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

Faculty

Charlie Matejowsky's Profile

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.


Dates

Fri, Jul 26, 2024 - 12:00pm to 02:01pm EDT
Tue, Aug 06, 2024 - 03:00pm to 05:01pm EDT
Mon, Aug 19, 2024 - 09:00am to 11:01am EDT
Mon, Sep 09, 2024 - 12:00pm to 02:01pm EDT
Thu, Sep 19, 2024 - 03:00pm to 05:01pm EDT
Thu, Oct 10, 2024 - 09:00am to 11:01am EDT
Mon, Oct 28, 2024 - 12:00pm to 02:01pm EDT
Tue, Nov 05, 2024 - 03:00pm to 05:01pm EST
Wed, Nov 20, 2024 - 09:00am to 11:01am EST
Thu, Dec 12, 2024 - 12:00pm to 02:01pm EST
Fri, Dec 27, 2024 - 03:00pm to 05:01pm EST

State Specific Details

Basic Course Information

Designed For Anyone who ever plans to retire

Promo Video

Reviews

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Overall:      4.9

Total Reviews: 86