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This workshop will outline each type of IRA (traditional, rollover and Roth) and review how and when to utilize each one. Topics will include the proper way to list beneficiaries, planning for required minimum distributions and making this money last for your lifetime. It will also cover the new rules resulting from current economic stress. Presented by Bill Greenfield from Wealth Bridge Advisory.

  • Registration is required.
  • This program will be hosted on Zoom. Registrants will receive an email invitation within 3 hours of the event. .

Please look for our upcoming program, Understanding Housing Wealth and Reverse Mortgages, which will take place on Dec. 8 at 6:30 pm.

Tuesday, December 1, 2020
6:30pm - 7:30pm
BCLS Zoom Account
Virtual/Online Event
  Adults     Seniors  
Registration has closed.

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