Online Course Catalog
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Tax-Deferred Retirement Savings Plans in Later Life
Many older adults own tax-deferred retirement savings accounts such as traditional IRAs and employer retirement savings plans (e.g., 401(k)s, 403(b)s, 457 plans, and the Thrift Savings Plan). Many of these accounts were started with the assumption that income in later life would be lower than during working years. This may or may not be the case. Some older adults with multiple streams of income are surprised that their income actually increases. This class will discuss tax-deferred accounts from the viewpoint of older adults including income withdrawal strategies, RMD requirements, portfolio rebalancing, tax minimization, beneficiary designations, tax withholding, and more.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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