Webinar: Next-Level Financial Planning for 2025: Top IRA & 401(k) Mistakes Live Webinar by Poole Locke Associates

Next-Level Financial Planning for 2025: Top IRA & 401(k) Mistakes Live Webinar

About

Join us for our FREE online presentation and discover how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

Dear 401(k), IRA, 403(b), and retirement account holders, it's imperative to stay informed and prepared for impending changes that could significantly impact your financial future.

Are you prepared to uncover the keys to steering clear of costly IRA errors and unlocking the full potential of your IRA and 401(k)? In light of the ongoing economic uncertainty, adapting your retirement planning strategies to safeguard your savings has never been more essential.

Don't miss out on this enlightening group presentation hosted by James F. Locke Jr.

WEBINAR ENDED

Agenda

Early Withdrawals: Understand the penalties for withdrawing early from your IRA or 401(k) and strategies to avoid them.
Over contributions: Learn the steps to correct excess contributions to your IRA or 401(k) and prevent associated penalties.
RMD Mistakes: Identify the penalties for missing Required Minimum Distribution (RMD) deadlines and how to address any errors.
Inherited Account Taxes: Learn the mandatory taxes beneficiaries face when inheriting an IRA or 401(k) and strategies to minimize those tax liabilities.
Beneficiary Updates: Discover the risks of outdated beneficiary information on your retirement accounts and how to ensure it is current for your heirs.

Presenter

James F. Locke Jr.

Financial Advisor

James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, have exposed James to a wide variety of investment products and offerings. Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent options trading specialist in multiple equity products, as well as equity index products.

James received his BS in Business Administration from Villanova University. He and his two children, Rose and James, are avid skiers/snowboarders during winter and can be found boogie boarding throughout the summer at the Delaware State Parks. Spending time with family, and friends, both old and new, is always at the top of James’ activity list.