Ten Tips for Getting the Most From Your Retirement Savings
Ten Tips for Getting the Most From Your Retirement Savings
Wednesday, August 26, 2026 · 2:00 PM CDT · Mount Prospect Public Library · Mount Prospect, IL
Workshop
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About this event
The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Rollovers, qualified charitable distributions, Roth conversions, and other tools can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life. Learn about required minimum distributions, when it makes sense to take money out before you reach age 73, how to choose the right beneficiary, and what you can and can’t do when you inherit an account. This program will be recorded.