In this webinar replay, Kristy Maitre and Michael Miranda discuss the following topics in Part 1 - Retirement Planning and Social Security: Checklist for Preparing for Retirement; IRAs; Roth IRAs; 401(k) plans; Limitations, Distributions and Penalty Issues; Impact on Social Security Benefits and Future Taxability
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.