401(k)/Roth 401(k)
and
Tax-Free Investing

Financial Planning for Your Secure Future

An APP-Focused Workshop

401(k) investing seems simple, but putting it all together can get confusing. This session will help explain how your 401(k) plans can be used alongside all of your other investments, whether pre-tax or other post-tax.

Wednesday, September 24th

5:00 PM - 5:55 PM (CDT)

Zoom Interactive Workshop

Reserve Your Spot

WORKSHOP DETAILS

55 Minutes of Financial Education-No Sales Allowed!

5:00 PM-5:55 PM CDT

Introduction and Opening
401(k)/Roth 401(k) Rules
Paying Taxes -- When and At What Rate
When to Contribute Pre or Post Tax
How Should Your 401(k) Work with Your Other Investments
RMD Planning
Steps to Determine How Much You Should Be Investing

Our Speaker

Todd Oldham, M.D., CFP

Senior Educator

With vast experience and numerous published articles, Todd has been an active voice in the industry for over 19 years.

At this event, he will share the latest trends and investment strategies to make your retirement understandable and on track.

Money Management Educators exists to provide personal and family security through financial education. We are committed to being the premier resource for objective information and innovative ideas for financial wellness.

Reserve Your Spot

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401(k)/Roth 401(k)and Tax-Free Investing