Juice Up Your Retirement Savings!
Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) for tax year 2019 before April 15th!
We’ll discuss:
· the difference between a traditional IRA and a Roth IRA
· how to open an account
· what is a Rollover IRA
· how to invest in a Roth IRA even if you are over the income limit
· what is a conversion and when you may want to consider it
Note: This class will not address other types of retirement plans, except to explain what you can do with a former employer plan (rollover IRA)
Stephanie Genkin, CFP®, CDFA®, CDS™, BFA™ is an independent fee-only CERTIFIED FINANCIAL PLANNER™. She is the founder of My Financial Planner, LLC a New York State Registered Investment Advisor based in Brooklyn.
In addition, Ms. Genkin is an adjunct instructor at NYU's School of Professional Studies and teaches courses in Investing Fundamentals. She is frequently quoted in the news media (USA Today, Forbes, Yahoo! Finance, US News & World Report, Glamour, Business Insider, Newsday, AARP, Teen Vogue) on personal finance topics.
Previously, she was a senior television news producer at CNN covering business, economics and personal finance
BPL’s Business & Career Center is generously supported by Dime Community Bank, Lead Funder of the PowerUP! Business Plan Competition, Dr. Beverly S. Jacobs, Ridgewood Savings Bank, Con Edison, ReferenceUSA, Elizabeth Crowell & Robert Wilson and Signature Bank.
Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) for tax year 2019 before April 15th!
We’ll discuss:
· the difference between a traditional IRA and a Roth IRA
· how to open an account
· what is a Rollover IRA
· how to invest in a Roth IRA even if you are over the income limit
· what is a conversion and when you may want to consider it
Note: This class will not address other types of retirement plans, except to explain what you can do with a former employer plan (rollover IRA)
Brooklyn Public Library - Central Library, Balcony Conference Room MM/DD/YYYY 60