Maximizing Your IRA: Tax-Saving Strategies for Retirement Growth
Schedule
Mon May 06 2024 at 10:30 am to 11:30 am
Location
Lewes Public Library | Lewes, DE
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Unlock the potential of your retirement savings with the "Optimizing Your IRA" workshop. Dive deep into IRA fundamentals, discover strategies for maximizing contributions, explore the benefits of conversions and rollovers, and gain insights into managing Required Minimum Distributions (RMDs). Understand the tax implications of IRA decisions and learn to align your IRA planning with broader financial goals, including Social Security benefits and estate planning. Master the art of securing a prosperous retirement.This program is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.
Registration is requested. Walk-ins are welcome as space allows.
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Where is it happening?
Lewes Public Library, 111 Adams Ave,Lewes,DE,United StatesEvent Location & Nearby Stays:
