Grizzly Guide to Wealth: Webinars
Files
Download Webinar (264.8 MB)
Date Recorded
11-2024
Run Time
57:34
Description
Ruthann Woll is a Certified Public Accountant at advisory firm RKL. On this webinar, Ruthann discusses how different retirement plans can affect your taxes.
Guest Name
Ruthann Woll, CPA
About the Guest
Ruthann Woll graduated from Ursinus College in 1997 with her degree in Economics and Business Administration with a focus in accounting and marketing. She is a Certified Public Accountant and a Partner at RKL, where she specializes in tax strategies for high-net-worth clients.
Keywords
retirement planning, traditional IRAs, Roth IRAs, distributions, employer benefits, tax deductions
Disciplines
Finance and Financial Management | Taxation
Disclosure
This recording is for educational purposes only and should not be considered as investment, tax, or legal advice. Opinions expressed are as of the date of recording. Such opinions are subject to change. The views and opinions of guests on this program are not necessarily those of Ursinus College and its affiliates. Ursinus College does not provide investment, tax, legal, or other related advice. Past performance is not a guarantee of future results. All investments are subject to investment risk, including possible loss of principal. Please consult with a financial, tax, legal, or related professional with questions about your specific situation.
