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Highlights of Recent Webinars: First Quarter 2024

Money Talk

Every quarter, I like to review and summarize my notes from webinars I attended during the last three months. All other tax-deferred plans, like 401(k)s and the thrift savings plan (TSP), must have RMDs calculated separately.

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Useful Information “Nuggets” From 2023 Webinars

Money Talk

Every few months, I review my personal learning journal and summarize notes taken from various webinars. Below are 12 nuggets of information that I gleaned from 2023 webinars: Getting Going- Some people procrastinate on saving for financial goals because goals seem too big and intimidating. 401(k), 403(b), 457b, and TSP).

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Five Ways for Women to Take Charge of their Financial Futures

Money Talk

I recently attended a webinar about women’s finances presented by the FINRA Investor Education Foundation in cooperation with the New York Public Library. The webinar began with a justification for focusing on financial planning for women. 57% of men) ¨ 59% of women feel anxious about their finances (vs. 52% of men) ¨ 48% of women (vs.

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Webinar Replay: What to Know About SECURE 2.0

McDermott Will & Emery Employee Benefits

In this webinar replay, McDermott’s Employee Benefits team discusses the many changes to retirement plans and individual retirement accounts, including the key changes for 401(k), 403(b) and defined benefit plans as well as other changes impacting […] The post Webinar Replay: What to Know About SECURE 2.0

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 Being the author of a book about transitions in later life , I am always looking for new information about this topic.

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Individual Retirement Accounts: What You Need to Know

Money Talk

I recently attended a Financial Planning Association (FPA) webinar about traditional and Roth IRAs presented by Ed Slott , a nationally recognized expert on IRAs and frequent presenter at conferences for financial advisors. 401(k), 403(b), 457, or Thrift Savings Plan). There is no way out. tax bracket was over 90%.

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Basics of Tax-Efficient Investing

Money Talk

Below are six tax-saving ideas gleaned from recent webinars and research for my book: Look Toward the Future - Absent new tax legislation, the Tax Cuts and Jobs Act is scheduled to sunset after 2025, tax rules will return to what they were in 2017, and tax rates will be higher than they are right now. For tax-advantaged accounts (e.g.,

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