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Magical Mystery Tour: An Introduction to IRA and Retirement Plan Basics

Magical Mystery Tour: An Introduction to IRA and Retirement Plan Basics

Magical Mystery Tour: An Introduction to IRA and Retirement Plan Basics. Presented by: Dennis M. Sandoval, J.D., LL.M. (Tax), CELA, EA Director of Education American Academy of Estate Planning Attorneys. Overview of Retirement Assets. What are Retirement Assets?

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577 views • 42 slides
Employer Webinar

Employer Webinar

Employer Webinar. Helping your employees save for college is easy. For them and for you. 12 years financial service industry experience Relationship Banker Financial Advisor College Savings focus since 2017 Counsels families on how to save

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420 views • 41 slides
Torrance Unified School District 2010-2011 Financial Aid Workshop

Torrance Unified School District 2010-2011 Financial Aid Workshop

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553 views • 29 slides
Which grow faster? Your children or college costs?

Which grow faster? Your children or college costs?

The rising annual cost of higher education. Which grow faster? Your children or college costs?.

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367 views • 29 slides
Saving for College: A Critical Step Toward College Affordability

Saving for College: A Critical Step Toward College Affordability

Saving for College: A Critical Step Toward College Affordability. Agenda. College Savings Landscape and Current Research Our college savings work What have we done as individual organizations? O ur collaboration What has collaborating allowed us to do? Best practices Q&A.

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409 views • 27 slides

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358 views • 26 slides
Subcontractors Association of the Metroplex

Subcontractors Association of the Metroplex

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315 views • 19 slides
How to View & Print Your 1098-T Tuition Statement

How to View & Print Your 1098-T Tuition Statement

How to View & Print Your 1098-T Tuition Statement. WELCOME!. This presentation shows you how to use PantherSoft and Student Learner Services to view and/or print your IRS 1098-T Tuition Statement on-line. Important Information.

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615 views • 16 slides
November 1, 2011

November 1, 2011

Texas 2011 RAISE Learning Forum. November 1, 2011. Taking College Savings Accounts to Scale. SESSION: State Platforms for College Savings Accounts Lynne Ward, Executive Director, Utah Educational Savings Plan. What Is a 529 Plan?. What Is a 529 Plan?.

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399 views • 16 slides
Lecture 29 Individual Retirement Arrangements

Lecture 29 Individual Retirement Arrangements

Lecture 29 Individual Retirement Arrangements. History of IRAs Traditional IRAs Definition Contributions Rollovers Withdrawals Roth IRAs Education IRAs. History of IRAs. When IRAs were first allowed, anyone could contribute up to $2000 to a deductible IRA

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263 views • 14 slides

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