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.
Wednesday, November 20, 2024
6:00 p.m. ET
Crown Plaza Boston
15 Middlesex Canal Park Rd
Woburn, MA
Save a seat for you and a guest today.
Please call Barbara Bosworth at 774-202-2240 or email barbara.bosworth@thrivent.com by November 8, 2024.
***Dinner will be served.
This session is hosted by Financial Advisor, Jon B Skov, AEPr, ChFCr, CAPr.
No products will be sold.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC and a subsidiary of Thrivent. Thrivent.com/disclosures.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
