Thursday, April 4, 2019 - 1:30pm to 3:00pm
Join Karen Chan for an informative session on retirement savings. The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Rollovers, qualified charitable distributions, Roth conversions, and other tools can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life. Learn about required minimum distributions, when it makes sense to take money out before you reach age 70 ½, how to choose the right beneficiary, and what you can and can't do when you inherit an account.