Decoding Retirement

Workshop 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.

Presenter Bio:
Rosemary Bocian, MA, EA, NIC, is a highly experienced American Sign Language interpreter and IRS-credentialed Enrolled Agent. She earned her Bachelor’s in ASL Interpretation and a Master’s in Deaf Studies from Gallaudet University.

From 2011 to 2020, Rosemary worked full-time as a freelance ASL interpreter in the D.C. metro area. In 2017 she co-authored The Interpreter’s Quick Guide to Self-Employment, a resource used by interpreter training programs nationwide. Following its release, she also began leading workshops, including the 2019 RID National Conference.

That same year, Rosemary initiated a professional transition by earning her EA credential and co-founding Quick Guide Tax, a firm devoted to offering personalized tax and financial services to interpreters and self-employed professionals.

Today, drawing on her interpreting background, she specializes in freelance-interpreter taxation. As a licensed EA, author, and experienced speaker, Rosemary excels at translating complex tax concepts into clear, accessible guidance, empowering clients to confidently navigate self-employment.

Disclaimer:
Should you require any accommodations, please contact us at kayla@signlanguagestudiosllc.com. This event upholds nondiscriminatory practices and encourages a learning environment of mutual respect and free from bias. Sign Language Studios is an Approved RID CMP Sponsor for Continuing Education Activities. This program will offer 0.2 GS CEUs, at the Little/None Content Knowledge Level.

For a full refund, contact SLS.