CEUs: 0.2 GS CEUs
Presenter: Rosemary Bocian
Presented in: Spoken English with ASL Interpretation
Format: Instructional Video
As an Enrolled Agent, I bring my real-world interpreter experience together with professional tax knowledge in Decoding Retirement: A Guide to Account Types, Tax Savings & Risk Tolerance. We’ll explore how different retirement accounts (like IRAs, 401(k)s, and options tailored to freelance work) can help you save on taxes, figure out your contribution limits, and assess your investment risk through relatable, real‑life examples. Through engaging activities, example scenarios, and a clear roadmap built just for interpreters, you’ll walk away with practical steps you can actually use, and confidence from hearing advice from someone who not only understands your world but is licensed to navigate tax rules and advocates for interpreters full-time.
- Participants will be able to calculate annual maximum contribution limits for those with self-employment income.
- Participants will be able to list key differences between Traditional IRAs, Roth IRAs, SEP IRAs, Solo 401(k)s, and Health Savings Accounts (HSAs).
- Participants will be able to explain how personal risk tolerance affects potential investment growth and articulate why this matters when choosing retirement account allocation strategies.
- Participants will be able to indicate three warning signs to avoid when selecting a tax debt relief service.
CEUs on the GO is an Approved RID CMP Sponsor for continuing education activities. This GS program is offered for 0.2 CEUs at the “Little/None” Content Knowledge Level.