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Understanding IRAs and Retirement Accounts

January 18, 2018 @ 6:00 pm - 7:00 pm


If you own a 401(k), IRA, 403(b) or any other retirement account and you are between the ages of 55 – 72… pay close Attention!

Do you know when it comes to growing your money, over the long run, what the single most important factor is? The answer is tax advantage.

 Get informed. We guarantee the following will be covered in this class:

Can I deduct contributions to an IRA?

How are IRA withdrawals taxed and how will it affect me in whatever I’m likely to be invested in during retirement?

How are Roth IRAs different?

Are IRAs there more for growth? Are they there more for income? And should they be invested more for growth or capital appreciation, or more for income?

Should you do a Roth conversion?

This presentation is provided as a public service to retirees and pre-retirees in the area who want to guard against unexpected IRS fines and taxes. This is not a sales seminar, and the Class is Free!

Space is limited! Attendees must RSVP to attend! Call 407-949-5888


January 18, 2018
6:00 pm - 7:00 pm


Contact Us Today

  • Tel 407.949.5888
  • Fax 407.388.1056

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