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01/23/2020 at 6:30 pm - 8:30 pm

Thurman White Forum Bldg at University of Oklahoma - Room A-3
1704 Asp Avenue
Norman, OK 73072

Thurman White Forum Building
at University of Oklahoma
Classroom A-3


Understanding Your IRA/401k Options 

Course Code: IRMUO0123

Comprehensive Financial Education Courses for Retirees and those Planning for Retirement

This Course is offered FREE of Charge, but Advance Registration is Required.
Register Early – Space is Limited


To Register –
Register on-line now! or
Register by phone  405-358-4179  (lines open 24/7)



This course provides an overview of retirement accounts in general, with a concentration on the most common types:

  • IRAs (Traditional and Roth)
  • SEP (Simplified Employee Pension)
  • IRAs
  • 401(k)s
  • 403(b)s

We will review each of these retirement accounts and discuss the characteristics that are unique to each.

You will also learn the latest strategies to reduce taxes, minimize risk, and protect and preserve your valuable assets for your retirement.

What You Will Learn – 

  • The three biggest risks to retirement income  
  • Tax implications to consider when planning for your retirement income 
  • How to minimize the impact of RMDs on your tax rate and account values
  • Whether tax-free Roth IRAs are the best choice for you
  • How to leave as much of your excess retirement savings to your heirs as possible 

You should attend this course if: 

  • You are age 50 and up
  • You wonder if your current plan has room for improvement
  • You are concerned about the risk and volatility of financial markets
  • You need to develop a firm income plan for retirement
  • You are worried about rising tax rates, inflation and healthcare costs
  • You want to make better-informed decisions about your retirement


Reserve Your Spot

Bookings are closed for this event.

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