Retirement Strategies tax advantaged retirement accounts

Date:

Tuesday, March 10, 2020

Time:

5:00 pm - 6:45 pm

Location:

Douglas County Library - Parker

20105 E. Mainstreet

Parker, CO 80138

Details:

Probably the best way to accumulate funds for retirement is to take advantage of special tax-deferred retirement savings vehicles. There’s still time to open and fund certain IRA accounts for individuals and businesses for the 2019 tax year. Join us to learn more about:

  • Traditional and Roth IRA eligibility requirements
  • Tax differences of a Traditional and Roth IRA
  • What is a SEP IRA?
  • IRA contribution limit and deadline

Sign up is FREE, but required!

Sign up

Sign up closes Mar. 9, 2020

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.  

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States.