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02/05/2020 at 6:00 pm - 8:00 pm

Iowa Lakes College
2111 Highway 169 N
Algona, IA 50511

Iowa Lakes College – Room 33

Course Code: IBKILOC0205

This course is offered FREE of charge, but Advance Registration is required.
Space is limited so
register early!

Register on-line now!    or
Register by phone  –   Call 641-244-3257   (lines open 24/7) 

IRAs, 401(k)s, 403(b)s, & SEPs

We developed this class to give you an overview of retirement accounts in general with a concentration on the most common tpes of retirement accounts: IRAs (traditional and Roth), SEP (Simplified Employee Pension), IRAs, 401(k)s, and 403(b)s. In this class we’ll review each of these accounts, discuss the characteristics that are unique to them, and explore the potential impact of new tax law changes. We’ll share case studies illustrating effective uses of these retirement accounts. You’ll also learn the latest strategies to reduce taxes, minimize risk, and preserve your assets for your retirement – and for your children and grandchildren.

Our goal is to have you leave the workshop with a better understanding of retirement accounts and to be better-prepared for the retirement you desire.

If you are recently retired or planning to retire soon, this course will help you make concise, informed decisions about IRA/401(k) options and how to choose the best path in order to reach your retirement goals, as well as how to avoid hidden obstacles that could stand in your way later on.

Now Is The Time To Get Informed!

Reserve Your Spot

Bookings are closed for this event.

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