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Date/Time:
10/03/2022 at 6:15 pm - 7:45 pm

Location:
Severna Park Community Center
623 Baltimore Annapolis Blvd.
Severna Park, MD 21146


Understanding Your IRA & 401k Options
In Person Class
Course Code: kabsp1003


This Course is offered FREE of Charge

Advance Registration is Required
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone     877-892-7088     (lines open 24/7)


All participants will receive – Ed Slott’s 2022 Retirement Decisions Guide, which includes 125 ways to save and stretch your wealth, walking you through IRA planning basics, the saving secrets of wealthy retirees and the ‘how-tos’ of protecting your nest egg.

UNDERSTANDING YOUR IRA and 401k OPTIONS

If you are recently retired or planning to retire to soon, you’re most likely counting on your IRA, 401k, 403b, SEP IRA or other “qualified account” to provide you with income and security in retirement. Yet many Americans don’t fully understand that how you manage these accounts can have a direct, and often costly, impact on your future income. 

In this course, we will discuss the rules, regulations, unique characteristics, and tax consequences associated with these retirement plans, and the potential impact of legislative and tax law changes.

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

We will discuss these important topics and more: 

  • Understanding your IRA, 401k, 403b, SEP IRA or other qualified account
  • IRS rules and regulations for qualified accounts, and strategies to reduce your tax liability on them
  • Your rollover options – the pros and cons of IRAs vs. 401(k)s, 403(b)s and other “4” accounts
  • The difference between tax-free Roth IRAs and Roth 401(k)s and how each may fit into your retirement plan
  • The proper application of tax-free Roth IRAs
  • Ways to minimize the impact of Required Minimum Distributions (RMDs) on your tax rate and account values
  • How to use qualified accounts to generate your own pension – guaranteed and predictable income for life

Join us for this insightful class and gain confidence through financial education!

Reserve Your Spot



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