12:00 - 1:00
Get into the facts about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional IRAs, Backdoor Roths, the Mega-Backdoor and other tax-advantaged savings opportunities. This is your chance to figure out which plans are best for you, whether you’re an employee or a business owner; how to integrate your small business plan with your spouse's workplace plan; maximizing family contributions; and making the most of new tax incentives for small business plans. Bring your questions and be ready to start building your nest egg.
About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses, including Income Tax, at UC Berkeley Extension and Golden Gate University.
An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.