.2 GS CEUs | $40

Presented in English & ASL by Rosemary Bocian

Course Description:

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.

Educational Objectives:

• Calculate annual maximum contribution limits for those with self-employment income.

• List key differences between Traditional IRAs, Roth IRAs, SEP IRAs, Solo 401(k)s, and Health Savings Accounts (HSAs).

• Explain how personal risk tolerance affects potential investment growth and articulate why this matters when choosing retirement account allocation strategies.