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Tuesday
17
APR

Top Ten IRA Investment & Distribution Strategies

09:00
11:00
The Bedminster Group
Event organized by The Bedminster Group

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What if you could stretch out your IRA for nearly 100 years and defer taxes for decades longer than you thought possible?
It’s all in developing an investment plan, structuring withdrawals and properly designating beneficiaries.

This may be the most important financial workshop you attend this year. Join us for a comprehensive review in plain English of:

New distribution rules
Stretching tax deferral
Creative income strategies
Tax-wise investment strategies
Non-spousal beneficiaries
Charitable gifting from IRAs
Partial Roth conversions
The right ways to leave assets to your children and grandchildren while avoiding horrendous tax traps
and much more…
The Bedminster Group is a registered investment advisor and does not offer investments for sale. This is an educational workshop.