Description
Please join us for our "Savvy IRA Planning for Boomers" presentation given by WillowTrusts Jim Nowak!
Get answers to these common questions baby boomers have about their IRAs:I have to takow do the new tax laws impact me?
Can I still contribute, and if so, how much?
What type of IRA is right for me?
When do I need to take withdrawals, and how much do I have to take?
How are my IRA withdrawals taxed?
What happens when I die?
How do the new tax laws impact me?
How can I minimize taxes?
This will be an informative event!
Bring a friend! Guests are welcome!
Seating is limited! Please Register by 04/03/2025. If you have any allergies or dietary restrictions please include it in the message section of the registration page so we can let the caterer know.
We are unable to add meals or make changes less than 72 hours before the event.
Date and Time
Thu, Apr 10, 2025
11:45a - 1:00p EST
Location
The North Carolina State University Club
Note
When you turn on to the University Club drive, follow the signs for clubhouse parking. When you enter the clubhouse the event will be on the screen. The State Room is down the hall on your right hand side. You will see WillowTrust signs. There are no stairs and it is not a far walk. We look forward to seeing you there!!