Retirement Reality Check 4: Smart Ways to Plan for Retirement Account Withdrawals after Age 70

6:30 PM - 8:00 PM
Greenwich Library
Flinn Gallery

Event Details

This program will be rescheduled later. Please check the library calendar. Thanks.
If you are approaching age 70, join us to consider how to take the required minimum distributions (RMDs) from your 401(k), IRA, or other retirement plans. If you have multiple 401(k)s, IRAs, brokerage accounts, or multiple financial professionals, you’ll need to feel comfortable with the plan you’ve created in order to manage RMDs, even through decades of retirement. Join us to get the answers to how these accounts should be invested and how to make a plan that accommodates multiple objectives (current income plus capital appreciation) and goals (lifelong income and legacy), that fits your life and not anyone else's. 

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. (www.jacksongrant.us) A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means.  Her award-winning weekly investor education column, which celebrated a 1,000 column milestone a few months ago, is syndicated by King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.  (www.juliejason.com)

Event Type(s): Business
Age Group(s): Adults
Presenter: Julie Jason
Yang Wang
(203) 622-7924

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