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Event

Virtual

(A) Understanding IRAs and Tax Planning in Retirement

Tuesday, April 18, 2023 6:30 p.m. – 7:30 p.m.

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People often pay more in taxes than expected because of the confusing and different ways our government treats various income sources with hidden taxes and penalties.  This workshop will help you anticipate how and when to tap your IRA assets to cover your expenses, understand the range of taxes you will face at various stages of retirement, and help you manage your IRA assets for future generations. Presented by William M. Greenfield, CLU, ChFc of Wealth Bridge Advisory Services, LLC.

Event Type(s)

Educational

Audience(s)

Adult