Thu, Oct 10
|Rochester
A Decade of Decisions: Navigating the 10 Year Rule
If you have inherited an IRA within the last four years, then this class is the one for you. Join us to gain a better understanding of how the IRA 10 Year Rule can impact your own retirement and investment plans.
Time & Location
Oct 10, 2024, 12:00 PM – 1:00 PM
Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Have you recently inherited an IRA? If so, understanding the implications of the 10-Year Rule is crucial for your financial future. This seminar is designed specifically for those who have inherited an IRA within the last four years and are looking to navigate the complexities of this important rule.
In this session, we’ll dive deep into how the 10-Year Rule can impact your retirement and investment plans. You’ll learn about the critical decisions that need to be made within this timeframe and how they can affect your financial security.
We’ll also explore the benefits of proactive financial planning, helping you develop a strategic approach to managing your IRA distributions. This seminar will provide you with the tools to help optimize your inheritance, giving you the knowledge to evaluate if your decisions align with your broader financial goals.
A Decade of Decisions is led by experienced financial advisor Connor Holly, CFP®, who will guide you through the intricacies of the 10-Year Rule and its potential effects on your wealth. Whether you’re in the midst of planning your distributions or just beginning to understand your options, this seminar offers valuable insights to help you make informed choices.
Disclaimer:
Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.