Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Medicare education November 2023
November 8, 2023
11:00a - 1:00p Eastern Standard Time
Golden Corral
IRA Savvy in Brunswick County
June 15, 2023
6:30p - 8:30p Eastern Standard Time
Town Creek District Community Building
Join us at a FREE educational seminar titled "Savvy IRA Planning,” June 15 at 6:30 p.m. in Brunswick County to look at the key concepts every person must consider when making IRA Planning decisions.
IRA SAVVY IN WILMINGTON
June 13, 2023
6:30p - 8:30p Eastern Standard Time
University of North Carolina Wilmington
Join us at a FREE educational seminar titled "Savvy IRA Planning,” June 13 at 6:30 p.m. at UNCW Wilmington, to look at the key concepts everyone must consider when making IRA Planning decisions.
Join us online to look at the key concepts every client must consider when making IRA Planning decisions, including: • What is an IRA? • Who is eligible to contribute to a traditional IRA? • Traditional IRA contributions • How IRA withdrawals are taxed • Other potential “side effects” of IRA distributions • Roth IRA contributions • Roth IRA conversions • Tax-advantaged Roth IRA qualified distributions • Other Roth IRA distributions • What investments are allowed within an IRA? • Benefits of tax-deferred growth • Retirement assets held in employer-sponsored retirement plans • Moving retirement account money