Are taxes and fees eroding your accounts?
How do you minimize taxes in retirement?
Is a Roth IRA right for you?
Is it ever "too late" to convert your IRA to a Roth?
How to convert and pay the least amount of taxes
What are the risks of leaving an old 401k with an ex-employer?
How to rollover an old 401k without penalties
Which investment options for your 401k/IRA are suited for today's economy?
Do you know what your fees are and where they fall on the spectrum?
How much should you contribute to each plan?
What are your contribution deadlines?
Taught by Jo-Ann Holst Certified Financial Planner™
Free Handouts and complimentary Snacks. RSVP 720-287-5880
Date and Time
Saturday Mar 5, 2016
10:00 AM - 11:30 AM MST
Saturday March 5, 10am - 11:30am
Location
At the 1st Bank of Belmar- 550 S Wadsworth Blvd Lakewood CO 80226
Fees/Admission
Free Handouts and complimentary Snacks.
Website
Contact Information
RSVP 720-287-5880 or Pat Frederiksen 303-919-1020
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