FPA Connect: Tax Deferred Retirement Savings Plans in Later Life

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Details

Date:
January 16
Time:
12:00 pm - 1:00 pm
Cost:
Free
Available Until:
January 17, 2027 12:00 am
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Organizer

FPA Connect
View Organizer Website

Other

Topics
Basic Personal Finance
Eligibilities
AFCPE Member Only
Sponsors
AFCPE / FPA
CEUs / Credits
1
Options
This is a Live CEU program., This program is on demand.
Types
Non-AFCPE conference or local professional financial training webinar
  • This event has passed.

January 16 @ 12:00 pm - 1:00 pm EST

Free

Many U.S. workers have tax-deferred retirement savings accounts such as traditional IRAs, SEP-IRAs, and qualified employer retirement savings plans (e.g., 401(k)s, 403(b)s, 457s, and the Thrift Savings Plan). Many of these accounts are started with the assumption that one’s marginal tax bracket will be lower in later life than during working years. This may or may not actually be the case. Some older adults with multiple streams of income are surprised to see that their income actually increases. This webinar will discuss tax-deferred accounts from the viewpoint of older adults including income withdrawal strategies, required minimum distributions (RMDs), portfolio rebalancing, tax minimization strategies, beneficiary designations, tax withholding, and more.

Free for members

Presenter: Dr. Barbara O’Neill, CFP®, AFC® is the owner/CEO of Money Talk

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