Session 3 — Your Investment Toolkit: Accounts & Vehicles
The survey showed that several members mentioned IRAs, Roth IRAs, and 401(k)s as current investments without fully understanding them.
Agenda:
Account types: Taxable, IRA, Roth IRA, 401(k), HSA
Contribution limits and catch-up contributions (50+)
How to maximize what you already have
Portfolio construction — turning accounts and vehicles into a coherent allocation
Space is limited so please sign up only if you're certain you can attend. If you need to cancel, please do so on the website or on the Wild Apricot app. Within 3 days of the event, you will not be able to cancel on the app so please contact Patricia Mandarino at 312-560-2505.
