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Planning Your IRA Distributions - Workshop at Darien Community Association


Planning Your IRA Distributions

Thursday, March 28

at 11:00am

Learn how to build a solid financial plan for working toward your retirement goals, to make the retirement you envision a reality. In this one-hour workshop, instructor and Private Wealth Manager Karen Goersch, of Price Financial Group, will cover retirement planning topics such as:

 

  1. Making your assets last: required minimum distributions and the Stretch IRA Strategy
  2. Planning strategies for account owners and beneficiaries: basics of beneficiary designations and designing a beneficiary strategy, and
  3. Distributions rules for account owners and beneficiaries for both traditional and Roth IRAs.

Join us!
Thursday, March 28th

11:00am $10 DCA members, $20 public price

Reservations are requested. Reserve your seat online at dariendca.org or contact the DCA at 203-655-9050 or info@dariendca.org. The DCA is located at 274 Middlesex Road in Darien, CT.

Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

 

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Comment   |  6 years, 1 month ago from Westport, CT