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06/19/2019 at 6:00 pm - 8:00 pm

Grand Avenue Business Center
302 N. Grand Avenue
Charles City, IA 50616

Grand Avenue Business Center
June 19th – 6:00 p.m. to 8:00 p.m.

Course Code: UBKGAB0619

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 641-329-0493 (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 tax, 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. 

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