The right strategy can help you get the mo st from your IRA\, 401(k)\, or other retirement plan. Rollovers\, qualifie d charitable distributions\, Roth conversions\, and other tools can help y ou manage income taxes\, streamline (or even avoid) distributions\, and si mplify your life. Learn about required minimum distributions\, when it mak es sense to take money out before you reach age 70 1/2\, how to choose the right beneficiary\, and what you can and can&rsquo\;t do when you inherit an account.
\nKaren Chan is &ldquo\;strictly education&rdquo\; &nda sh\; she does not sell any financial products or services. She has been ed ucating the public about financial topics for over twenty five years. Afte r a career as an Educator with University of Illinois Extension\, Karen &l dquo\;retired.&rdquo\; But she continues to provide financial education wo rkshops through her own small business\, Karen Chan Financial Education &a mp\; Consulting\, LLC. Karen has a master&rsquo\;s degree in Consumption E conomics. She also holds the Certified Financial Planner&trade\; designati on but she teaches rather than working with individual clients. Her goals are to make even complicated financial subjects easy to understand\, and t o help people make wiser decisions with their money.
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\nSponsored by Friends of the Library
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