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A Decade of Decisions: Navigating the 10 Year Rule

Thu, Oct 10

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Rochester

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.

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A Decade of Decisions: Navigating the 10 Year Rule
A Decade of Decisions: Navigating the 10 Year Rule

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®,…


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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

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