BEGIN:VCALENDAR VERSION:2.0 PRODID:SFPL Web Calendar BEGIN:VEVENT UID:54260@sfpl.org DTSTAMP:20230407T190000Z DTSTART:20230407T190000Z DTEND:20230407T200000Z SUMMARY:Presentation: Best Retirement Savings Plans for You DESCRIPTION:
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.
LOCATION:Virtual Library CLASS:PUBLIC TRANSP:TRANSPARENT END:VEVENT BEGIN:VALARM TRIGGER:-PT1440M ACTION:DISPLAY DESCRIPTION:Event Reminder - Presentation: Best Retirement Savings Plans for You END:VALARM END:VCALENDAR