BankFinancial is happy to announce a new series of complimentary webinars this fall. Please join us as we navigate some basics of financial education.
Click the following links to register:
Roth IRA Basics
October 27th, 2020 | 12:00 PM
Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in a higher tax bracket in the future.
Retirement Income Planning
November 3rd, 2020 | 12:00 PM
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.
Estate Planning Basics
November 10th, 2020 | 12:00 PM
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
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