
30
April
Retirement Decisions
Presenter
Eric TomDescription
If you have a CD, IRA, 401k or 403(b) account you don't want to miss this event!
You are cordially invited to attend a SPECIAL EDUCATIONAL EVENT featuring highlights from America's IRA Expert*
Ed Slott's "Retirement Decisions Guide." This workshop is designed for individuals who are in or nearing retirement and who wish to make informed and intelligent decisions regarding IRAs and retirement.
>Determine what type of IRA you have and if it is right for you
>Is converting to a Roth IRA right for you
>Why leaving your money in a company plan after retirement may be a mistake
>Tax cutting strategies for you and your IRA beneficiaries
>How to minimize risk with your IRA
>Questions you need to ask your advisor before and after retirement
>How to create a legacy with your IRA to pass on to future generations
Date and Time
Tue, Apr 30, 2019
Location
Babylon Carriage House
21 Fire Island Ave
Babylon,
NY
11702