Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

 

     

 

Tax-Advantaged Plans such as your 401(k), IRAs, 529 plans, etc., offer benefits for saving to reach defined goals.  However, if these plans are used inappropriately you can wipe out all benefits, and even end up suffering penalties and taxes.

In this workshop we teach you what you need to know about these plans, and how to coordinate them to maximize their potential.

Topics for this workshop include:

• What Makes A Plan "Tax-Advantaged"
• Consequences for Misusing TA Plans
• Utilizing TA Plans to Reach Your Financial Goals
• How to Take Advantage of the "Exceptions"
• Prioritizing Contributions
• Prioritizing Distributions
• Coordinating TA Plans with Your Other Investments

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Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA