• Are taxes and fees eroding your accounts? o How do you minimize taxes in retirement? • Is a Roth IRA right for you? o Is it ever "too late" to convert your IRA to a Roth? o How to convert and pay the least amount of taxes • What are the risks of leaving an old 401k with an ex-employer? o How to rollover an old 401k without penalties • Which investment options for your 401k/IRA are suited for today's economy? o Do you know what your fees are and where they fall on the spectrum? • How much should you contribute to each plan? • What are your contribution deadlines? Taught by Jo-Ann Holst Certified Financial Planner™ Free Handouts and complimentary Snacks. RSVP 720-287-5880