Skyscrapers

Doug Parker, CFP®, AIF®, CHSA®

Senior Vice President

Financial Advisor

dparker@sagerutty.com

585-512-2326

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The IRS is Coming for Your IRA

Whether you’re 70 years old and required to take IRA distributions or still in your 60’s and can see RMDs on the horizon, you’ll want to know how to get the most from your IRA and pay the least tax. Learn how to work within the system, control taxes and leave the most money to your children and grandchildren. This isn’t your parent’s IRA.

Becoming a Florida Resident

With no income tax, it’s easy to see why Florida and other states repeatedly rank as top places to live. In this course, Sage Rutty’s expert financial advisors will discuss how to change your residency and make your retirement dollars go further without sharing them with the state.

 

**This class is only available online.**

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