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Title

Hybrid Event: Tax-Efficient Retirement Planning

Event Description

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

Event Type

Society; Career; Educational; Featured

Education Topic

 

Start Time

5/4/2022 12:00 PM

End Time

5/4/2022 1:00 PM

City

Baltimore

State/Province

MD

Event Country

 

Event Region

Americas

Location Info

Hybrid Event​

Speaker

Roger Young

CE Credits

1

SER Credit

0

Currency

USD

Member Cost

20.00

Non-Member Cost

40.00

Candidate Price

40.00

Registration

https://cvent.me/D2E58O

All Day Event

 

Recurrence

 

Hosted By

​CFA Society Baltimore

Event Link

Register Now

Event Link Leads To New Tab

Yes

Event Short Info

Hybrid Event: Tax-Efficient Retirement Planning

Attachments

Content Type: MyCFA Calendar
Created at 1/13/2022 7:06 AM by [email protected]
Last modified at 4/22/2022 7:43 AM by [email protected]