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Taking Your Retirement Distributions

Are you ready to start dipping into your retirement funds?  You worked a long time to build that nest egg, so you'll want to minimize the tax impact and know the rules to consider.  A certified public accountant from the Oregon Society of CPAs will walk you through different scenarios for taking distributions from 401k and IRA accounts, and will also touch on social security benefits and pension and annuity income.

 

Speaker: Selene Peterson, Oregon Society of CPA's

 

Recorded: January 12, 2011

Direct download: 20110112_MCL_FinancialLiteracyPeterson.mp3
Category:Other -- posted at: 9:23am PST