02/19/2025
New York Life is pleased to bring you one of America’s top IRA Experts, Ed Slott!
In this educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on how you can create a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. RSVP to attend this in-person event to hear from Ed Slott live and learn about the three biggest retirement risks and how to avoid them with proper planning.
Date: February, 24, 2025
Time: 5:30pm Refreshments 6:30 to 7:30 Presentation
Location: Westin Waltham Boston 70 3rd Avenue, Waltham, Ma
RSVP: Victor Shulman 508-808-0576 [email protected]