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19 May
IRA Mistakes Webinar

Description

Common and Costly IRA mistakes
  • Contributions
  • Rollovers
  • Withdrawals/Distributions
  • RMDs
  • Naming Beneficiaries
  • Roth IRAs

Date and Time

Tue, May 19, 2020

12:00p - 1:00p PST

Location

Webinar

Note

Consider all available options, which include remaining with your current retirement plan, rolling over into a new employers plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA. there may be important differences to consider- such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan. Some IRA's have contribution limitations and tax consequences for early withdrawals. For compliance details, consult your tax advisor or attorney. To qualify for the tax-free and penalty-free withdrawal or earnings, A Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 1/2 or due to death, disability, or a first time home purchase (up to $10,000 lifetime maximum). Depending on state law. Roth IRA distributions may be subject to state taxes. Converting from a traditional IRA to a Roth IRA is a taxable event.

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