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06/22/2019 at 10:15 am - 12:15 pm

Talbot Belmond Library
440 E. Main Street
Belmond, IA 50421

Talbot Belmond Library
Course Code: UBKTB0622

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’ve 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.

Reserve Your Spot

Sorry, this event is fully booked. To add your name to a waiting list, please call the telephone number shown on your invitation mailer. If there is a course code for this class on the invitation mailer, please have that information handy when you call.

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