IPA's & IRA's

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