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Retirement Planning
Take the mystery and fear out of retirement planning A secure retirement requires that your money lasts as long as you do.  It will depend on the amount of money you accumulate in 401(k)s, 403(b)s and IRAs prior to retirement.  The distribution choices you make will greatly affect your future financial situation.  This class will help you understand the many different plans and each one’s different rules and penalties.  This class will discuss:  • Required minimum distributions, transfers and rollovers • Distribution strategies from employer plans and IRAs • Coordinating non-retirement plan and retirement plan assets • Investment concepts allowed during accumulation and retirement • Rules, penalties and exceptions for early and late distributions

1 session

Start date: 10/28/17

End date: 10/28/17

Weekly - Sat 8:45 AM - 3:00 PM (10/28/2017-10/28/2017)

Tuition: $69.00

Materials Fee: $12.00

Room :  Skills Lab Room 108

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