Understanding Retirement Accounts

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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.

 

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Planning for retirement can seem daunting.  There are a dizzying array of tax-advantaged retirement accounts depending on whether they’re offered through your employer, set up individually or available exclusively for self-employed individuals.  Each type of retirement account comes with its own rules, eligibility requirements and IRS limits.

No wonder it’s so confusing to save for life after work!

This class will give you an overview of contributory retirement accounts (not pensions/defined benefit plans) and highlight important similarities and differences among the main ones, including: 401ks, 403bs, 457s, IRAs (Roth and Traditional) with a few key points about SEPs and Self Employed 401ks.

There won’t be enough time to get  into investing (we’ll cover that in January 2021!) but you’ll have a better understanding of how to maximize the retirement savings accounts available to you.

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