Name: The 5 Stages of an IRA
Start: 2024-06-03T12:00:00-05:00
End: 2024-06-03T13:00:00-05:00
Location: DoubleTree by Hilton Hotel Jackson

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 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.
This session is hosted by Clint McCoy Beilke and Bobby
Seda, FIC, RICPr, CLTCr.
Seating is limited. Save your seat today.
Please call 731-595-9655 or email [email protected] by May 24, 2024. Lunch will be served from 11:45 AM - 12:15 PM. This workshop is being provided as the featured program for the Rotary Club of Jackson-Old Hickory and is open to the public.
Lunch will be provided for visitors.