Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

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Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

August 13 @ 3:00 pm - 4:00 pm

Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan

  • How much should I contribute to my 401(k)/403(b)/457 or Employer Sponsored Plan?
  • How do I choose the best options in my Employer Sponsored Plan?
  • Can I get an advisor to manage my Employer Sponsored Plan?
  • When is it appropriate to move my 401(k)/403(b)/457 or Employer Sponsored Plan to an IRA?
  • Should I keep my Employer Sponsored Plan even through retirement?
  • What are the consequences of moving my Employer Sponsored Plan to an IRA?
  • Is there an advantage to moving my Employer Sponsored Plan to an IRA?
  • How can I take advantage of The Tax Reform in converting my Employer Sponsored Plan/IRA into a tax-free program?
  • When is it appropriate to take income from my IRA?
  • Is it possible to reduce taxes on my IRA distributions?

Coffee, tea, pies, and pastries will be served as a light refreshment during the event.





Details

Date:
August 13
Time:
3:00 pm - 4:00 pm
Event Category:
Event Tags:
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Organizer

Jim Kersey
Phone:
800-854-5752
Website:
https://www.lighthousefinancialtax.com/

Venue

Rocklin Public Library
4890 Granite Drive
Rocklin, CA 95677 United States
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