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Retirement Game Plan: Knowing the Rules and Avoiding Mistakes

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A secure retirement requires not outliving retirement income. Having adequate income will depend significantly on the amount accumulated in 401(k)s, 403(b)s and various IRAs before retirement, making wise distribution choices at retirement, including Required Minimum Distributions, and how your plans coordinate with your whole financial situation. This course will cover the many different aspects of retirement plans, including; Required Minimum Distributions, transfers, and rollovers, Distribution Strategies from Employer Plans and IRAs, coordinating Non-Retirement Plan and Retirement Plan Assets, Investment Concepts allowed during accumulation and retirement, rules, penalties and exceptions for early and late distributions. Materials fee of $11 due to instructor on first day of class. Instructor: Ronald C. Gable, M.A., CFP, CRPC

Class Details

1 Sessions
Weekly - Sat

Location
Irvine Valley College Main Campus

Instructor
Ronald Gable 

Tuition: 

$49.00


Schedule Information

Date(s) Class Days Times Location Instructor(s)
3/31/2018 - 3/31/2018 Weekly - Sat 9:00 AM - 3:00 PM Irvine, Irvine Valley College Main Campus  Map, Room: CEC 3 Ronald Gable