Broker Check
26 April
Elevated Planning for IRAs


Some investor's largest single asset is their IRA.  If you fall into that category, then consider attending this workshop.  We'll discuss ways to think about generating a cash flow from your IRA, protecting your IRA for your surviving spouse's future benefit, using a trust to own your IRA to protect your heirs, and how to think about protecting your IRA for both your spouse and children in the case of a second marriage.  We'll also touch on required minimum distribution rules and incorporating your philanthropy into your IRA distributions in a tax-friendly manner.

Date and Time

Wed, Apr 26, 2023

6:00p - 7:30p EST


Lake Oconee

Eighty8 Kitchen - Dogwood room
1091 Clubhouse Lane
Greensboro , GA 30642
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Event Registration