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Junette Mahler
by Junette Mahler
on August 14, 2020
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Live Webcast – After Tax Money in Your 401(k)? Hate Taxes?

Join us for a live webcast presented by Gregory Ostrowski, CFP®, CRPC®, BFA™

Scarborough’s Educational Webcast Series presents After Tax Money in Your 401(k)? Please join us as we outline an important strategy for those with after-tax assets inside their 401(k).

  • Learn how to determine if you have after-tax assets inside your 401(k).
  • Learn how you may be able to "unlock" the assets, allowing for tax-free growth inside a Roth IRA*.
  • Review IRS Notice 2014-54.
  • Discuss ongoing strategies with a goal to make the most of your retirement dollars.

We encourage you to share this information with your family, friends or anyone who has questions about their 401(k). Click a link below to register for a session.

Tuesday, 8/25 @ 6 p.m. Eastern

Thursday, 8/27 @ 10 a.m. Eastern

For registration assistance, call (410) 972-2529.

Learn more about Gregory Ostrowski, CFP®, CRPC®, BFA™

 

*on qualified distributions

If converting a 401(K) Plan to a Roth IRA, you will owe ordinary income taxes on any previously deducted contributions and on all earnings. We suggest that you discuss tax issues with a qualified tax advisor.

There is no assurance that any strategy will achieve its objectives.

For over 30 years, Scarborough Capital Management has been helping busy people make the most of their money. With affordable 401(k) management services plus full-service financial planning and wealth management, we’re passionate about helping you achieve your financial goals….now and in the future.

Contact

  • 1906 Towne Centre Blvd.,
    Suite 260 Annapolis, MD 21401
  • Call: 410-573-5700 or 800-835-4015
    Fax: 410-573-5708

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