🏦 Understanding IRAs & Tax Strategies
Details
Confused about IRAs? Wondering which one is right for you, and how taxes come into play? Join us for a short but power-packed 20-minute webinar where we break down all major types of IRAs.
This short but power-packed session will simplify the rules and highlight strategies that can save you money now and in retirement.
You’ll learn :
✅ Maximum contributions & income limits
✅ Pre-tax vs. post-tax dollars — what that really means
✅ How withdrawals are taxed (and what counts as an exception)
✅ Required Minimum Distributions (RMDs) — and how to avoid penalties
✅ 3 smart IRA tax strategies to maximize retirement savings
Who should attend:
- Anyone saving for retirement
- Self-employed professionals or small business owners
- High-income earners exploring Roth strategies
- Parents & families curious about education/disability savings options
💡 Bring your questions — this webinar is designed to be practical, clear, and focused on helping you make smarter retirement and tax decisions.
