IRAs and 401(k)s: Eliminating Mistakes

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. 


Scott Campbell

Scott Campbell, President of Austin First Financial, Inc., has been helping people plan for a secure retirement since 1997. 

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