Colorado Free University Course Listing and Online Registration

Build Your Retirement Income Strategy: And Utilizing Roth IRAs in Your Plan (Online)

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Course:4623D
Dates:February 1, 2024
Meets:One Thu., 6:30-8:30PM 02/01 (MT)
Location:Via Zoom
Cost: $46.00

There are still openings remaining at this time.

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Save $12.00 with a CFU Membership

You don’t want to run out of money when you retire! In this course, we discuss how to develop a retirement income plan that will address both your current and future expenses so that you can be confident that your income sources and assets are enough to cover your future expenses as you age. We’ll explore the most tax efficient ways to withdraw funds from your various accounts as you begin to take distributions. A large component of a retirement income plan may involve Roth IRAs. The Tax Cuts and Jobs Act is set to expire at the end of 2025 and Federal income tax rates will go up in 2026. Now, while tax rates are lower, you may benefit from investing in a Roth IRA to reduce your lifetime taxes and maximize your lifetime wealth. Roth IRA’s provide tax-deferred and tax-free growth on your investments, but it’s important to understand the rules and strategies. Leave this class understanding: 1) the types of Roth accounts and the contribution rules, 2) Roth IRA conversions and backdoor contribution strategies, 3) the advantages of Roth IRAs, and 4) when you might possibly avoid using a Roth IRA. Tyler Smith is a Certified Public Accountant (CPA) licensed in Colorado as well as a CERTIFIED FINANCIAL PLANNER™. He is currently a Financial Advisor with Forum Financial Management, LP. NOTE: This course will be offered via Zoom. Register now for the class and then the day before class the instructor will send you the link to attend. A good internet connection and a computer or device with a camera and mic are needed.

Notes:

Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, https://zoom.us/download. Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.
Fee: $46.00

Save $12.00 with a CFU Membership

Via Zoom

Good internet connection and a laptop or device with camera and mic is needed. We recommend downloading Zoom in advance, although you do not have to download it to access your class. Look for an email from your instructor about the day prior to class. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email. Link to download: https://zoom.us/download.