Join Karen Chan in learning how to maximize your retirement funds.
The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Rollovers, qualified charitable distributions, Roth conversions, and other tools can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life. Learn about required minimum distributions, when it makes sense to take money out before you reach age 70½, how to choose the right beneficiary, and what you can and can't do when you inherit an account.
Karen Chan is a financial educator, speaker, and consultant who has been educating the public on financial matters for 25 years. She partners with numerous Chicago-area libraries to present well-researched, in-depth financial workshops that help participants make wiser decisions with their money. Learn more about Karen Chan: https://karenchanfinancialed.com/about/
Money Smart Week® is a national education campaign designed to help consumers better manage their personal finances. Started by the Federal Reserve Bank of Chicago in 2002, the program consists of public and private partner organizations offering thousands of free classes, seminars and other educational activities.
AGE GROUP: | Adults |
EVENT TYPE: | Programs |
TAGS: | Retirement | Money Smart Week | Money | Karen Chan | Financial |
The award-winning St. Charles Public Library District is located in the scenic Fox River Valley, 35 miles west of Chicago. The Library serves a district population of 55,092 residents and has a staff of 101. The St. Charles Public Library is an equal opportunity employer.