"5 Phases of an IRA" at Jonah's Seafood House

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

Complimentary dinner will be served following the brief presentation.

There will also be a spotlight on a local ministry.

No products will be sold. 27764-13M N1-24

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P urpose Based Financial Advice

is a team of financial advisors located in Morton, IL. Driven by a higher purpose, we believe money is a tool and not a goal, and that everyone deserves a financial plan they can be confident about. It all starts with the right financial advisors. We'll help you create a plan for the kind of life you don't have to retire from.

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