The U.S. tax law has created a variety of qualified retirement accounts…and a variety of ways to make mistakes utilizing those accounts! This course identifies the fees, problems, and shortfalls of 401(k)s and 403(b)s. We will discuss the tax ramifications and penalties of withdrawals, conversions, and RMDs. There will be an introduction to Morningstar (the investment research firm) to show you how to get detailed information about your funds. You should have a basic understanding of financial terms such as "stocks, bonds, mutual funds, etc.”.
See the course catalog for Personal Financial Management to register. Select the dates you wish to attend and pay the course tuition fee.
Tuition includes: Guide to Understanding Mutual Fund Classes and access to all the Academic reports cited in class. Additional handouts of the PowerPoint slides may be available for $10, to be paid directly to the instructor.