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Savvy IRA Planning for YOU: Strategies to Help Save Taxes and Get More Out of Your IRA

Savvy IRA Planning for YOU: Strategies to Help Save Taxes and Get More Out of Your IRA

In-person

 

Do you have these questions about your IRA?

  • Can I still contribute, and if so, how much?
  • What type of IRA is right for me?
  • When do I need to take withdrawals, and how much do I have to take?
  • How are my IRA withdrawals taxed?
  • What happens when I die?
  • How do the new tax laws impact me?
  • How can I minimize taxes?

Join us in the library to get all your questions answered by a Money School instructor.

Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk ins are welcome, as space allows. To register by phone, call 1-877-307-6858.

Date:
Tuesday, August 16, 2022
Time:
12:00pm - 1:00pm Eastern Time
Location:
Large Meeting Room West
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.