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Take control of your financial future at this comprehensive event dedicated to Individual Retirement Accounts (IRAs), hosted by EastRise Wealth Management. This session will provide guidance on how to effectively use traditional and Roth IRAs to build long-term financial security. You’ll learn how to contribute, evaluate your IRA rollover options, optimize required minimum distributions (RMDs), and create income strategies that last a lifetime. We’ll also explore legacy planning and the growing importance of personal savings, especially as pensions decline and Social Security may not fully cover retirement expenses.
Join us for practical tips and current data that could empower your retirement planning with confidence.
Three key takeaways:
. Understand how to contribute to and optimize traditional and Roth IRAs.
. Learn strategies for rollovers, RMDs, and how to create lifetime income.
. Explore legacy planning and the importance of personal savings in retirement.
Register for this free event: https://www.eastrise.com/events/saving-for-retirement-ira-need-to-knows/
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Event Venue
141 Harvest Lane, Williston, VT, United States, Vermont 05495
Tickets
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