The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Rollovers, qualified charitable distributions, Roth conversions, and other tools can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life. Learn about required minimum distributions, when it makes sense to take money out before you reach age 70 1/2, how to choose the right beneficiary, and what you can and can’t do when you inherit an account.
Karen Chan is “strictly education” – she does not sell any financial products or services. She has been educating the public about financial topics for over twenty five years. After a career as an Educator with University of Illinois Extension, Karen “retired.” But she continues to provide financial education workshops through her own small business, Karen Chan Financial Education & Consulting, LLC. Karen has a master’s degree in Consumption Economics. She also holds the Certified Financial Planner™ designation but she teaches rather than working with individual clients. Her goals are to make even complicated financial subjects easy to understand, and to help people make wiser decisions with their money.
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