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DTSTART:20160305T170000Z
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SUMMARY:401k and IRA: DO's and DONT'S
DESCRIPTION:Are taxes and fees eroding your accounts?\n\nHow do you minimize taxes in retirement?\n\nIs a Roth IRA right for you?\n\nIs it ever "too late" to convert your IRA to a Roth?\n\nHow to convert and pay the least amount of taxes\n\nWhat are the risks of leaving an old 401k with an ex-employer?\n\nHow to rollover an old 401k without penalties\n\nWhich investment options for your 401k/IRA are suited for today's economy?\n\nDo you know what your fees are and where they fall on the spectrum?\n\nHow much should you contribute to each plan?\n\nWhat are your contribution deadlines?\n\nTaught by Jo-Ann Holst Certified Financial Planner \n\nFree Handouts and complimentary Snacks. RSVP 720-287-5880\n\n \n Normal\n 0\n \n \n \n \n false\n false\n false\n \n EN-US\n X-NONE\n X-NONE\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n\n /* Style Definitions */\n table.MsoNormalTable\n {mso-style-name:"Table Normal"\;\n mso-tstyle-rowband-size:0\;\n mso-tstyle-colband-size:0\;\n mso-style-noshow:yes\;\n mso-style-priority:99\;\n mso-style-parent:""\;\n mso-padding-alt:0in 5.4pt 0in 5.4pt\;\n mso-para-margin-top:0in\;\n mso-para-margin-right:0in\;\n mso-para-margin-bottom:10.0pt\;\n mso-para-margin-left:0in\;\n line-height:115%\;\n mso-pagination:widow-orphan\;\n font-size:11.0pt\;\n font-family:"Calibri"\,"sans-serif"\;\n mso-ascii-font-family:Calibri\;\n mso-ascii-theme-font:minor-latin\;\n mso-hansi-font-family:Calibri\;\n mso-hansi-theme-font:minor-latin\;}
X-ALT-DESC;FMTTYPE=text/html:\nAre taxes and fees eroding your accounts?
\n\nHow do you minimize taxes in retirement?
\n\nIs a Roth IRA right for you?
\n\nIs it ever "\;too late"\; to convert your \;IRA to a Roth?
\n\nHow to \;convert \;and pay the least amount of taxes
\n\nWhat are the risks of leaving \;an old 401k with an ex-employer?
\n\nHow to rollover an old 401k without penalties
\n\nWhich investment options for your 401k/IRA are suited for today'\;s economy?
\n\nDo you know what your fees are and \;where they fall on the spectrum?
\n\nHow much should you contribute to each plan?
\n\nWhat are your contribution deadlines?
\n\nTaught by Jo-Ann Holst Certified Financial Planner&trade\;
\n\nFree Handouts and complimentary Snacks. \; RSVP 720-287-5880
\n
LOCATION:At the 1st Bank of Belmar- 550 S Wadsworth Blvd Lakewood CO 80226
UID:e.692.17099
SEQUENCE:3
DTSTAMP:20260422T012837Z
URL:https://business.goconifer.com/events/details/401k-and-ira-do-s-and-dont-s-03-05-2016-17099
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