Skip to main content

Retirement Distribution Strategies

ID : 33302   
« back to classes page
ClassGraphic Learn how to withdraw money in retirement in a tax efficient, cost effective way when pulling funds from pre-tax retirement accounts, Roth accounts, and non-retirement accounts so you end up paying less and keeping more for you and your heirs. Identifying different ways to supplement fixed income like IPERS, other pension plans and Social Security will also be discussed with real life examples so you can make sense of a rather complicated issue. 

Class Details

1 Sessions
Weekly - Sat

Cedar Falls Center

Michael Finley 

CEUs : 0.15



Registration Closes On
Thursday, April 12, 2018 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
4/14/2018 - 4/14/2018 Weekly - Sat 1:00 PM - 2:30 PM Cedar Falls, Cedar Falls Center  Map, Room: 111 / 113 Michael Finley