MissionSquare Financial Planning Webinars
Upcoming Dates
Course Description
Listed below are Financial Planning Webinars available to you from MissionSquare Retirement.
Tax Planning and Your Retirement
Taxes may be the hidden expense in your retirement plan. Take a closer look at understanding how taxes work and how to prepare for and manage your tax liabilities in retirement.
- Wednesday, April 2 at 12:00 pm
Effective Estate Planning: Protecting Your Assets for the Future
An effective estate plan can help ensure your family’s financial needs will be taken care of and that your personal wishes will be carried out in the event of your death.
- Wednesday, April 9 at 12:00 pm
- Wednesday, October 8 at 12:00 pm
Required Minimum Distributions (RMDs): What, How and When
The RMD landscape has gone through many changes over the past couple of years. With SECURE 2.0, we’re faced with even more. Here we look at those changes and how you can help prepare yourself for the inevitable day when you need to begin taking your RMDs.
- Wednesday, April 16 at 12:00 pm
- Thursday, July 24 at 12:00 pm
- Wednesday, September 10 at 12:00 pm
- Thursday, September 18 at 12:00 pm
Quarterly Economic Overview
Gain insights into and understanding of current economic factors and the impact they may have on your retirement planning.
- Wednesday, April 23 at 12:00 pm
- Wednesday, July 23 at 12:00 pm
- Wednesday, October 22 at 12:00 pm
Roth IRA: A Flexible and Tax-Efficient Way to Save for Retirement
Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions are free from federal income taxes. Is a Roth IRA right for you? The answer is complicated and depends on your situation, including whether you believe you’ll be in a higher tax bracket in the future.
- Wednesday, April 30 at 12:00 pm
- Wednesday, October 29 at 12:00 pm
Note, this is an external course hosted by MissionSquare Retirement and marketed by the HR-OD Team. If you have questions about the webinar, please use MissionSquare Retirement's Contact Information. If you have questions about City of Madison Retirement, please reach out to Retirement Specialist, VLarson@cityofmadison.com.
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