Broker Check
12 Oct
Income Tax and Estate Planning for your IRA at Harborfields Library


For many people their IRA is their largest asset, and did you know that IRAs are different?

  • IRAs are the black hole of income & estate tax planning.
  • IRAs have their own complex set of distribution rules during life & at death;
  • IRAs are infested with taxes and tripwires that can cause you and or your heirs to pay significantly more in taxes than what is necessary.

In this information-packed workshop, you will learn how not to pay even more in taxes unnecessarily and unknowingly. You will learn about a HUGE mistake that IRA owners make, and three things to do to avoid this mistake!

Date and Time

Thu, Oct 12, 2023

7:00p - 8:30p EST


Live Event at the Harborfields Library

31 Broadway
Greenlawn, NY
View on Map

Event Registration

Thank you!

Error processing your request. Please try again at a later time.