Welcome Princeton Adult School Students:
“Demystifying the Roth IRA”
Committed to Teaching.
Committed to Learning.
Committed to You.
The fee-only certified financial planners at EKS Associates have been a part of the Princeton Adult School community for decades. Every semester we teach a variety of financial planning and investing classes. Individually, we sit on various committees and Boards for different organizations. We are committed to giving back to the communities we work and live in, to learning, and to teaching.
Demystifying the Roth IRA
Fall 2025 Semester
Tuesday, November 11 and 18, 2025
6:30 – 8:30 p.m.
Location: Princeton High School, 151 Moore Street
Welcome and thank you for joining us this semester! “Demystifying the Roth IRA” is a new class we are excited to offer. We are committed to ensuring you get the most from your experience.
In this class, you will discover the power of this tax-free retirement tool. We’ll break down how Roth IRAs work, including how to make contributions, take withdrawals, and manage your account for maximum growth. You’ll also learn the benefits of Roth conversions, how to move funds from Traditional IRAs to a Roth IRA, and why it might be a smart move for your retirement strategy.
Whether you’re new to saving or looking to refine your approach, this class will provide you with practical insights to make informed decisions and take full advantage of Roth IRAs.
While we try to answer all your questions in class, we know things often come to mind once you have left. At any point in time, we invite you to contact us if you’d like to discuss your personal situation further.
For your convenience, the class materials can be found below.
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(609) 921-2681
Address
601 Ewing Street, Suite A-7
Princeton, NJ 08540