Events

5 Phases of an IRA

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Mancy's Bluewater Grille

461 West Dussel Drive Maumee, OH 43537

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.

Dinner will be served.

This is a free event open to the public. Please invite a friend who could benefit from this information!

No products will be sold. 27764-13M N1-24

5 Phases of an IRA

Mancy's Bluewater Grille

461 West Dussel Drive Maumee, OH 43537

link

105759

Register

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.

Dinner will be served.

This is a free event open to the public. Please invite a friend who could benefit from this information!

No products will be sold. 27764-13M N1-24

No products will be sold.

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