ABCs of IRAs
Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began 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 a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.
Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) for tax year 2017 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.
