Events Calendar

 

Join Roger Young, CFP®, VP, Senior Retirement Insights Manager at T.Rowe Price, for a luncheon presentation on tax-efficient retirement planning. 

• Participants will learn:
  • Key decisions investors face regarding taxes on retirement investments, such as Roth vs. pretax contributions, Roth conversions, asset location, and tax-efficient withdrawals
  • A summary of recent and potential research to help frame these decisions for investors
  • How past and proposed legislation such as the SECURE Act can affect these decisions
  • The importance of understanding each individual investor’s goals and priorities, including their legacy wishes