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Plan for Retirement Account Withdrawls Online

If you have multiple 401(k)s, IRAs, and brokerage accounts – or multiple financial professionals, as many high-net-worth people do – you’ll need to feel comfortable with the plan you’ve created to manage the required minimum, potentially through decades of retirement. Join personal portfolio manager Julie Jason to find out how those accounts should be invested and if you should roll over to IRAs.

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Date:
Wednesday, November 23, 2022
Time:
1:00pm - 2:00pm
Audience:
  Adult  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.

Registration is required. There are 182 seats available.

PROGRAM CONTACT:

Yang Wang

203-622-7924

ywang@greenwichlibrary.org