If you are concerned about your retirement and realize there’s a lot you don’t know, this is the class for you! Topics will include: how to take income from your assets in the most tax-efficient manner, avoiding very costly IRA mistakes, what type of investment might be best of a retiree, and what might not be. This class is focused on critical retirement issues anyone preparing for retirement or those already in retirement. Learning materials will be provided. Please call the library to register.
Presented by James C. Sexton III, CFP, CFS of Western Reserve Capital Management of Hudson
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