This workshop will be led by Alyssa Topusidis, Financial Advisor from the investment firm of Waddell & Reed. CalPERS overview: contributions, formulas and estimates, payout options, and taxation. Supplementing pension income: 403(b) or IRA, taxation and IRS penalty, contribution limits and catch-up, payout/distribution flexibility.
Friday, November 16 at 1:10pm to 2:00pm
Fox Center, 101
14000 Fruitvale Ave, Saratoga, CA 95070