Retirement and College Savings: How, What, Where and When?
Saving for life’s goals has become complex: how much to save, how to invest, and where to put it. In this one-session class, we will seek to answer the how, what, where, and when of saving for your goals that fit your unique situation, and help you determine how much you will need, and whether you are “on track” for retirement. Topics that will be covered include: best uses for a 401k, IRA, Roth IRA, 529, and HSA. In addition, we will discuss the best way to save for college, cover specific topics like whether to pay down your mortgage more quickly, and how to set up a simpler way to budget. The goal is to help you feel more in control of your financial future and is intended for audiences of all levels. There will be plenty of time for questions. Limited to 20.
Date: Monday, October 21 Time: 7:00-9:00PM
@ Needham High School, Room 206 Fee: $19
Item Amount: $19.00
+ Additional Fees: