Chapter Meetings Notice:
If you are interested in presenting a tax topic for continuing education credit to the Northern Virginia Chapter, please click here for the “Call for Speakers” form.
Date: May 25, 2022
Time: 6:00 p.m.
In-person: Please RSVP in advance
Location: Anthony’s Restaurant, 3000 Annandale Rd, Falls Church, VA 22042
Topic: Overview of Contribution Limits for IRAs and Employer Plans
Tim Wesling will review the contribution dollar limits for many types of retirement plans, including Individual Retirement Arrangements and employer sponsored retirement plans. For example, who can contribute and who cannot? How much may be contributed? What are the limits to income tax deductibility? What’s the difference between a contribution and an addition? Are there legal ways to circumvent some of the contribution limits? How can self-employed persons maximize their retirement savings?
Program Number: QSRNU-T-00542-22-I
Speaker: Tim Wesling
Timothy (Tim) Wesling is the principal financial planner at Wesling Financial Planning Services Corp and a retired Air Force Lt Colonel. Tim founded Wesling Financial Planning Services in 2006 after completing nearly four years at Morgan Stanley. Wesling Financial offers services in all areas of financial planning, including retirement, investment, education, estate, and insurance, as well as asset management and tax preparation. Tim is a fee-only Certified Financial PlannerTM, which means he takes no commissions and works solely on behalf of his clients. He is an Accredited Investment Fiduciary® and a Certified Divorce Financial AnalystTM, and a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Washington DC Estate Planning Council.
CE credit: 1
CE credit: 1
Cost: VASEA members – ___ / Non-members – ___ per credit hour
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Upcoming Meetings for 2022