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It's ROTHtober! A Roth IRA offers tax-free withdrawals, and you get a future bonus: Every penny you withdraw in retirement stays in your pocket, not Uncle Sam's. So why does such a low percentage of retirees own one?

In a world where suddenly there is so much more uncertainty, instability, and risk, how we think about retirement planning is changing.

Learn more at this group presentation, hosted by retirement specialist Mike Milligan, CFP®.

This educational event will cover the imperative information you need to understand Roth IRAs and how to use them for a prosperous retirement.
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CFP®, AIF®, AIC
I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.

She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.