ABCs of IRAs

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Taught by Stephanie Genkin, CFP®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™. Previously, she was a senior television news producer at CNN covering business, economics and personal finance. Her career explaining complicated money issues began more than 10 years ago when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law.  She is an active member of the Financial Planning Association of New York and is frequently quoted in the media (Yahoo Finance, USA TodayHuffington PostMSN MoneyAARP and others) on personal finance issues.

This is an old class! Check out the current classes, or sign up for our mailing list to see if we'll offer this one again.

 

Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) for tax year 2016 before April 15th.

In this class, we'll cover:
· the difference between a traditional IRA and a Roth IRA

· what is a Rollover IRA

· how to invest in a Roth IRA even if you are over the income limit

· what is conversion and when you may want to consider it

Note: This class with not address self employed retirement accounts. SEP IRAS and Solo 401ks will be covered in a separate class on November 19th.  

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