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SAVVY IRA PLANNING

When:
Date(s) - 11/20/2018 - 12/20/2018
7:00 pm - 9:00 pm
Where:
Nassau Community College
1 Education Dr
Garden City, NY 11530

Find Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, BluePrint’s own CEO and Director of Financial Planning in the community! Jeffrey will be leading this class at Nassau Community College. Please find the details below:

SAVVY IRA PLANNING (CE9 584 A1). A lot of people have a plan for accumulating money for retirement, but far too often that’s where the planning stops. The reality is that a sound distribution strategy -in other words, a plan for taking money out of your retirement accounts- is also extremely important. In this course you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets by putting less in Uncle Sam’s.

TO REGISTER, CLICK HERE

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