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24 Oct
Income Tax and Estate Planning for your IRA at Sayville 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 your heirs to pay significantly more taxes than necessary.

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

Date and Time

Tue, Oct 24, 2023

7:00p - 8:30p EST


Live Event at the Sayville Library

83 Greene Avenue
Sayville, NY
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