Major rule changes for IRA, 401(k), 403(b), TSA, SEP and other retirement savings plans may affect you! In this class, learn how to use new rule changes to your advantage. You'll also learn how to avoid common IRA mistakes that can devastate your retirement. We'll cover inherited IRAs and how to be smart about your beneficiaries; avoiding IRA taxation (legally!); and making Roth IRA conversions at any age. You'll discover easy ways to handle IRA distributions to make your money last, and proven investment practices to get the results you want from your retirement plan. Don’t miss this opportunity to make the most of your retirement plan savings.
Division of Lifelong Learning