Description

Attend this event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At Five Phases of an IRA you will discover strategies for reducing the taxes you and your heirs could pay. • 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. 

IRAs and IPAs is brought to you by Simon Fisher and Bill Berezansky of Thrivent. Appetizers and drinks will be provided. This is a free event but registration is required.

Reserve your spot today. To register, visit: https://IRAsandIPAs.eventbrite.com

Questions? Call 386-270-5022.