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6:30 pm

IRA’s & 401(K)s: Eliminating Mistakes

Jul 9, 2019 @ 6:30 pm - 8:00 pm
Thompson Conference Center at the University of Texas, 2405 Robert Dedman Drive
Austin, TX 78712 United States
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The U.S. tax law has created a variety of qualified retirement accounts….and a variety of ways to make mistakes utilizing those accounts! This course identifies the fees, problems, and shortfalls of 401(k)s and 403(b)s. We will discuss the tax ramifications and penalties of withdrawals, conversions, and RMDs. There will be an introduction to Morningstar (the investment research firm) to show you how to get detailed information about your funds. Get Your Tickets Today:

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