2 Results
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Five Phases of an IRALifelong LearningContributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money. The workshop suggests potential strategies for reducing the taxes attendees and their heirs could pay and suggests further conversations with a financial advisor.Senior Program 2025-2026
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Chris Potter (flickr) (CC BY 2.0)
Savvy Social SecurityLifelong LearningThe Savvy Social Security workshop, from Horsesmouth, helps retirees learn how to maximize their retirement income. The workshop suggests the Social Security Troubleshooting Guide as a resource for attendees and encourages further conversations with a financial advisor for addressing specific attendees needs.Senior Program 2025-2026