Topics include:

Choosing a Plan
Pre-tax vs. Post-tax Contributions (Traditional vs. Roth)
IRA Rollovers- When, Where, and Why?
Maximizing Contributions
Early Withdrawals and Exemptions
Where to put Retirement Savings
Rebalancing
Attendance is free for clients and their guests. We request other attendees make a donation to the Center for Hearing & Deaf Services.