Kajli Prince - Retirement and Taxes Need-To-Know Essentials

Guest: NAIWE’s Tax Expert Kajli Prince

For those of you who are putting funds in traditional or Roth IRAs to fund your retirement, the ages 50, 59 1/2, and 72 have implications for your taxes. There are limitations when it comes to IRAs whether it is a traditional or a Roth. The various limitations have to do with income, whether or not you participate in your employer’s retirement account, your filing status, and your age.

Here’s what you can expect to learn in this class:

· Retirement plan limitations

· Retirement plan characteristics

· Retirement plan advantages and disadvantages

· IRA-based plans

· 401(k) plans

· Distributions/rollovers/transfers

Kajli Prince has over 20 years of experience in small business tax preparation; he is the office manager of H&R Block’s Sudley Manor Office in Manassas, Virginia. As a self-published author, Prince holds a special appreciation for NAIWE and its members. One of his passions is sharing relevant information with people and showing them how best to use it for their benefit. Prince is a small business owner of 25 years, and his specialties include emerging currencies (e.g., virtual/crypto currencies), information technology, intellectual property, and business administration.

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