UNM Los Alamos

Personal Finance & Lifestyle Planning

Personal Finance & Lifestyle Planning

Individual Retirement Account (IRA) Planning

This course will cover seven strategies for IRA planning, six roll over options for your retirement plan funds, three common required minimum distribution mistakes, the difference between indirect and direct rollovers, three different options for spousal IRA beneficiaries and how to coordinate your IRA planning with your overall retirement and estate strategy.

Oct 19 | THURS 6:00 PM - 8:30 PM
Peter Murphy | $45


Retirement Income

This course introduces concepts and practices that will help attendees make the most of their retirement assets. Attendees will learn how to size up their current situation and sources of income; alternative distribution methods; understand distribution rules; how to develop an investment strategy; and to prepare for the unexpected. The registration fee includes a colorful 20 page workbook including sections to help figure out Net Cash Flow and Net Worth.

Oct 19 | THURS 9:00 AM – 1:00 PM
Peter Murphy | $45