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Making the Most of Your Retirement Accounts

Wednesday, September 27, 2017 at 6:00pm

Details:


Jorgen Vik, Senior Financial Advisor, and partner in the SKV Group will be giving a two night workshop to help you make the most of your retirement accounts. 

Session 1(Sept. 27) will cover the various types of retirement accounts and their specific transfer and withdrawal rules. Some choices are irreversible while others are limited, and all carry tax consequences. Make sure you understand your choices before making transfers and withdrawals.

Session 2 (Sept. 28) will cover how to incorporate your retirement accounts into your overall financial life. From where do you draw income first, and how much? Should you use tax-exempt retirement accounts? What is a tax-smart withdrawal sequence for you? Are your legacy wishes reflected in your account designations? Free and open to the community

My contact info: Jorgen Vik, Partner SKV Group, LLC ((434) 328-8030)
-“Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. SKV Group, LLC is a separate entity from WFAFN.”

 

Open to all.

Location:
Senior Center

Fee: free