19 October 2017
Museum of Texas Tech University
US/Central timezone
You've spent many years, saving money into various accounts earmarked for retirement; now, you're ready to start taking that money out to live your retirement life! Navigating retirement plan distribution rules can be daunting; however, knowledge is power and an understanding of these rules can help you  maximize your retirement income. This presentation will provide attendees with an understanding about the key retirement plan distribution rules and strategies related to defined contribution retirement accounts (e.g., 401(k), 403(b), etc.), required minimum distributions (RMDs), company stock distributions, early withdrawal penalties (and exceptions), Roth IRA withdrawals and conversions, and charitable IRA distributions.

Dates: 19 October 2017 (10:00-11:30)
Timezone: US/Central
Location: Museum of Texas Tech University
3301 4th Street,
Lubbock, TX 79415
Additional info:
To attend classes in Lubbock, you must join the OLLI organization. Annual membership is $35.00 and allows access to over 100 classes, trips and presentations each year.