Playing Your Cards Right: Navigating the 5 Phases of an IRA

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.
About this Event

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."

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

We will begin and end the evening with casino-style games, including roulette, blackjack, and poker. Guests will have the opportunity to support their favorite charity through event prizes, along with other fun giveaways. Enjoy heavy appetizers, beverages, and dessert throughout the evening.