Contributing tax‑deferred dollars to an Individual Retirement Account (IRA) can be a powerful way to build long‑term wealth. However, those tax advantages don’t last forever—income taxes will eventually be owed when the funds are withdrawn. This workshop explores strategies that may help reduce the tax burden for both investors and their heirs. Attendees will gain a clearer understanding of planning opportunities and will be encouraged to continue the conversation with a qualified financial advisor.

Join us for a complimentary workshop discussing the options you may have with your IRA and how to best protect your loved ones from unwanted tax consequences.

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