WORKSHOP DESCRIPTION

This workshop is offered NATIONWIDE

Learn specific strategies for wealth transfer using tax advantaged IRA’s to supplement your 401k and build a legacy. This course doesn’t just focus on pre-retirement wealth accumulation, but also planning for preserving your wealth while still enjoying your retirement years to the fullest.  Then, subsequently, passing on your legacy in the most tax efficient manner to your heirs. This course is not only for those employees eyeing retirement, but for any employee who wants to help an elderly parent or grandparent they are tasked with caring for