IRA, TSP, and 401K Rollovers (In-Person)

Age Group:

Adults
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Event Details

This event will take place in-person and virtually on Zoom. Register on this page for the in-person event. Register for the virtual event on Zoom here. 

Could you be optimizing your retirement accounts for better returns and saving on taxes? Tyler Wrezinski of The Institute for Financial Education will present on:

• Consolidating assets
• IRS section 525
• Accessing your retirement accounts for current needs
• Saving/avoiding taxes
• Leaving IRA’s behind/stretch IRA

This event will take place in the library's Community Room. Registration is required and space is limited.

All in-person events will follow current library policy regarding masks.