This event has passed.

Social Security, Retirement & Tax Planning

Name: Social Security, Retirement & Tax Planning
Start: 2024-09-11T11:30:00-07:00
End: 2024-09-11T11:30:00-07:00
Location: Riverchase YMCA

September 11, 2024 @ 11:30 am

Riverchase YMCA-Fenton, MO

LUNCH and LEARN

Details

Date:: September 11, 2024
Time:: 11:30 am

Organizer

: Kurt Barwick
Phone: (636) 464-6408
Email: info@barwickconsultingservices.com
: View Organizer Website

Venue

: Riverchase YMCA
: 990 Horan Drive
Fenton,MO63026United States+ Google Map
Phone: (636) 343-0067
: View Venue Website

A Checklist for Retiring in 2025January 24, 2025
Our checklist for retiring next year includes everything you need to do before the retirement party. Only you can know… Read more: A Checklist for Retiring in 2025
Rollovers and Inherited IRAs: Today’s Slott Report MailbagJanuary 23, 2025
By Sarah Brenner, JD Director of Retirement Education Question: I have a large non-qualified 457 deferred compensation plan and… Read more: Rollovers and Inherited IRAs: Today’s Slott Report Mailbag
529-to-Roth IRA: False AlarmJanuary 22, 2025
By Andy Ives, CFP®, AIF® IRA Analyst When the “check engine” light comes on in a vehicle, most people… Read more: 529-to-Roth IRA: False Alarm
One Roth IRA Rule Congress Should Do Away with NowJanuary 20, 2025
By Sarah Brenner, JD Director of Retirement Education Today is Inauguration Day. A new administration has arrived. We also have… Read more: One Roth IRA Rule Congress Should Do Away with Now