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Taxes & Retirement – Thursday, January 11 at 6:30 PM

Linda L. Telschow, CPA, will discuss federal and state tax planning for before and during retirement on Thursday, January 11 at 6:30 PM. The following topics will be discussed:

  • Traditional or Roth IRA, SIMPLE plans, SEP plans, 401K plans
  • When to take social security
  • Signing up for Medicare
  • Roth conversions – yes, no or partial
  • State taxation of retirement distributions
  • Retirement accounts and estate planning

Bring your questions!

Linda Telschow is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Public Accountants.

Registration is requested.  Call the library at 973-584-2400 ext. 501 or e-mail comments@roxburylibrary.org to register.

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