Senior Wealth Advisors, Howard Hook, CFP®, CPA, CAP®, and Darren Zagarola, CFP®, CPA/PFS, offered a new course at The Princeton Adult School during the Fall 2025 Semester: “Demystifying the Roth IRA.”
In this seminar, they broke down how Roth IRAs work, including how to make contributions, take withdrawals, and manage accounts for maximum growth. Students also learned the benefits of Roth conversions, how to move funds from a Traditional IRA to a Roth IRA, and why it might be a smart move for their retirement strategy.
Whether you’re new to saving or looking to refine your approach, this class offers practical insights to make informed decisions and maximize the benefits of Roth IRAs.
Interested in hosting this seminar for your organization? Let us know!
Check out some other financial planning seminars our advisors can offer!
