IRA, TSP, and 401K Rollovers (Virtual)

Library Closed on April 5

The library will be closed Sunday, April 5 for Easter. Our on-site and off-site bookdrops will remain open. Curbside pickup will be unavailable. We will reopen on April 6 at 9 am.

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Age Group:

Adults
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Program Description

Event Details

This event will take place in-person and virtually on Zoom. Register on this page for the virtual event. Register for the in-person event at the library here. 

Could you be optimizing your retirement accounts for better returns and saving on taxes? Tyler Wrezinski of The Institute for Financial Education will present on:

• Consolidating assets
• IRS section 525
• Accessing your retirement accounts for current needs
• Saving/avoiding taxes
• Leaving IRA’s behind/stretch IRA

Registration is required and space is limited.