Events

5 Phases of an IRA

127 W 3rd St, Perrysburg, OH 43551

Inside The Five Brewing Co

Do you know the 5 Phases of your retirement?

Your tax-deferred savings could lead to big tax bills.

We’re hosting a client workshop on one of the most important (and often overlooked) parts of retirement planning—how and when to draw from your IRA in a tax-efficient way.

As you move from saving to spending, the rules change—and without a plan, it’s easy to pay more in taxes than necessary over time.

This workshop will walk through the “5 Phases of an IRA” and help you better understand:

How IRA withdrawals are taxed over time
Opportunities to proactively manage your tax bracket
Strategies that can help reduce taxes for you, your spouse, and ultimately the next generation

We’ll be hosting this as a small-group setting so there’s time for questions and discussion—and we’ll have dinner and drinks provided.

See thrivent.com/social for important disclosure information.

5 Phases of an IRA

127 W 3rd St, Perrysburg, OH 43551

Inside The Five Brewing Co

email

105058

Register

Do you know the 5 Phases of your retirement?

Your tax-deferred savings could lead to big tax bills.

We’re hosting a client workshop on one of the most important (and often overlooked) parts of retirement planning—how and when to draw from your IRA in a tax-efficient way.

As you move from saving to spending, the rules change—and without a plan, it’s easy to pay more in taxes than necessary over time.

This workshop will walk through the “5 Phases of an IRA” and help you better understand:

How IRA withdrawals are taxed over time
Opportunities to proactively manage your tax bracket
Strategies that can help reduce taxes for you, your spouse, and ultimately the next generation

We’ll be hosting this as a small-group setting so there’s time for questions and discussion—and we’ll have dinner and drinks provided.

See thrivent.com/social for important disclosure information.

No products will be sold.

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