401k and IRA: DO's and DONT'S

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