Understanding Tax-Advantaged Retirement Accounts (Past Event)

This webinar provided an overview of the major tax-advantaged retirement accounts available to Arizona public safety professionals and other workers. We covered how each account type works, the tax treatment, contribution limits, and common strategies.

Topics Covered

• **Employer Plans**: 401(k), 403(b), 457(b) -- similarities and differences
• **Individual Accounts**: Traditional IRA, Roth IRA, and income limits
• **Contribution Limits**: 2026 limits and catch-up contributions
• **Tax Treatment**: Pre-tax vs. Roth, deductibility, withdrawals, and RMDs
• **Rollovers**: When and how to roll over old 401(k) accounts

Recording Available

If you registered for this event, you received a link to the recording. If you did not register, you can request access by contacting our office.