Take a Business Break: Managing your IRA, 401k and other retirement accounts

Please register in advance for this program.  Click on Join Event to register.

After registering, you will receive a confirmation email containing information about joining the meeting. If you do not see it in your inbox, please check your spam/junk email folder. A reminder will be sent prior to the program.

Description: This program will cover investing; naming beneficiaries, bequests or charitable contributions; handling distributions, estate taxes, switching jobs and when to switch accounts; when to withdraw 401k accounts; spousal rights to accounts; prenuptial agreements; asset protection from creditors, the IRS and in a bankruptcy; backdoor Roth accounts, and many other things you should be aware of with these accounts.This program will cover investing; naming beneficiaries, bequests or charitable contributions; handling distributions, estate taxes, switching jobs and when to switch accounts; when to withdraw 401k accounts; spousal rights to accounts; prenuptial agreements; asset protection from creditors, the IRS and in a bankruptcy; backdoor Roth accounts, and many other things you should be aware of with these accounts.

Presenter:  Edward Mendlowitz, CPA, is emeritus partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People. Ed is the author of 29 books and has written over 1500 articles and blogs and developed and presented over 350 speeches to accountants and general audiences. He is a licensed certified public accountant and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). He teaches courses on financial accounting at FDU and Baruch College.

This event will be held on the Zoom platform.  Please make sure you have the application installed on your computer, iOS, or Android device.