Your Path to Retirement and Beyond

What’s your retirement dream? Our proven 
system helps you effectively plan, track, and achieve it.

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WealthBridge Blog

How to Contribute an Extra $37,000 to Your Roth IRA

Roth IRAs have always been attractive, due to their capacity to generate tax-free income in retirement. But today, they are even more desirable. The new lower income tax rates (courtesy of last year’s Tax Cuts and Jobs Act) make Roth IRAs more appealing to high-income earners, especially for those who have supplemental after-tax dollars to invest.

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Retirement Education

Financial Strategies for Successful Retirement

WealthBridge’s principals are adjunct faculty at Otterbein. Join us for a 4-week course on planning your ideal retirement.

Each session consists of four classes:
Tuesdays: Oct 22, 29, Nov 5, 12

All classes are at Otterbein University.

Register Now