DO NOT screw this up

Good morning! This is your reminder to not make this silly mistake with investing…

DEFINITION
Roth IRA steps

1. Open a Roth IRA Account: A Roth IRA is a type of retirement account that offers tax-free growth on your investments. To get started, you’ll need to open a Roth IRA with a financial institution like a bank or an online brokerage (I use Fidelity online) The process is like to opening a regular savings account but specifically designed for retirement savings.

2. Fund Your Roth IRA and Invest: Once your account is open, you’ll need to transfer money into it. This is called funding your Roth IRA. Next, you’ll choose how to invest that money (this is the step most people neglect). Popular options include mutual funds, which are collections of stocks and bonds managed by professionals. By investing in mutual funds, you can diversify your portfolio and potentially grow your retirement savings over time.

OUR COMMUNITY
Sign up for the Roth IRA Workshop July 1st!

• Did you know I’m going to hop on a LIVE call with you guys to show you exactly what it looks like to open a Roth IRA and start investing?

  65/100 spots are already filled, so make sure to reserve your spot now!

  SECURE MY SPOT