Retirement and Withdrawal Planning: Tax Considerations @ Main Library

This workshop focuses on retirement planning from a tax perspective, covering how different retirement accounts are taxed and how to use retirement plan options, including those available to business owners. *Sue Yuan of Holistic Financial will explain: Basic retirement accountsand how they are taxed (Traditional IRA, Roth IRA, 401(k) options) Retirement planning options for self-employed individuals and business owners (SEP IRA, SIMPLE IRA, solo 401k, defined benefit plans) Withdrawal considerations, including early withdrawals and potential penalties, required minimum distributions (RMDs) and how different retirement income sources are taxed in retirement Dont miss this opportunity to learn, and face retirement with increased financial confidence.