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Financial Planning for Young Professionals 4: Taking Advantage of Your 401(k) & IRA Online

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If you just started working, you may feel that you have no extra money to put away for retirement when you are paying for a car, housing, student loans, and family. You also may mistakenly believe that you have plenty of time between now and retirement, so why not wait before starting to invest? The biggest reasons to avoid delays are the math of compounding and the benefits of tax-deferred growth through retirement plans. In this presentation, we will discuss the 401(k)-life cycle and concepts that will help you take advantage of the power behind the 401(k). We will also talk about how to make investment decisions in down markets, and how to use an IRA if you do not have a 401(k).

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high-net-worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

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PROGRAM CONTACT:

Yang Wang
203-622-7924

ywang@greenwichlibrary.org

Date:
Wednesday, April 13, 2022
Time:
1:00pm - 2:00pm
Audience:
  Adult     Teens  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.
Registration has closed.