Savvy IRA Planning Seminar for Baby Boomers
Dates: | August 21, 2025 |
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Meets: | Th from 5:30 PM to 6:30 PM |
Location: | Kenmore Junior Senior High rm 118 |
Cost: | $15.00 |
There are still openings remaining at this time.
Saving and accumulating money gets you to the starting line of retirement, but then what? This workshop will focus on the second half – the distribution of assets and how to take an income from them with a focus on minimizing taxation. We will discuss many different strategies that include Roth IRA conversions, allocating qualified and non-qualified assets appropriately and how to avoid common pitfalls with RMDs.
Fee: | $15.00 |
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Hours: | 1.00 |
Call us at 716-874-8500 to see if you qualify for a discount on this course.
Kenmore Junior Senior High rm 118
Genna Chmiel
Brett Komm