David Gottlieb and Jennifer Shenise, CPA, president of Connolly & Company, an accounting, bookkeeping and tax practice in Warren, NJ discuss ROTH IRAs, in terms of basic limitations, material benefits, and ways for highly affluent and/or high earning individuals to take advantage of them.

David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Wealth Retention is a business name used for marketing purposes. Wealth Retention and Savvy are not under common ownership or control, nor is Wealth Retention a separately registered entity. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.

David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Wealth Retention is a business name used for marketing purposes and is not under common ownership or control with Savvy Advisors, nor is Wealth Retention separately registered as an investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. This material is presented for informational purposes only and should not be considered a recommendation of any particular investment product or as advice, nor does this information constitute a solicitation or offer to buy or sell securities. All investments involve risk, including loss of principal.

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through Savvy Advisors, Inc. (“Savvy Advisors”), an SEC Registered Investment Adviser. DAI Securities, LLC and Savvy Advisors are separate and unaffiliated entities.

David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Wealth Retention is a business name used for marketing purposes and is not under common ownership or control with Savvy Advisors, nor is Wealth Retention separately registered as an investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. This material is presented for informational purposes only and should not be considered a recommendation of any particular investment product or as advice, nor does this information constitute a solicitation or offer to buy or sell securities. All investments involve risk, including loss of principal.

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through Savvy Advisors, Inc. (“Savvy Advisors”), an SEC Registered Investment Adviser. DAI Securities, LLC and Savvy Advisors are separate and unaffiliated entities.