Is a Roth IRA Right for You?
Tuesday, June 7, 2022 - 7:00pm
REGISTER in advance to get the Zoom link to join the discussion at https://tinyurl.com/MarkLangeIRA
DESCRIPTION:
Learn:
- how to reduce your Social Security Income included as Taxable Income,
- how to provide for heirs with a lifetime of tax-free distributions,
- strategies to help reduce the impact of the conversion tax,
- how to reduce future income taxes
- how to reduce your Social Security Income included as Taxable Income,
- how to provide for heirs with a lifetime of tax-free distributions,
- strategies to help reduce the impact of the conversion tax,
- how to reduce future income taxes
The Putnam County Libraries and The Field Library host this series on Financial Awareness. The presenter is Mark Lange, a knowledgeable and entertaining speaker from the Society for Financial Awareness (SOFA). Please join us with questions you may already have!
ABOUT MARK LANGE
Mark is a seasoned professional with over 35 years in the industry. He holds the AIF, AWMA, CRPC, CRPS, and RICP designations. He specializes in working with people who are transitioning from work to retirement. He has dedicated his career to helping others achieve their financial goals. Mark is a wonderful speaker & enjoys spending time hosting Educational Seminars throughout his community and he finds deep value in providing Financial education to others.
Mark is a seasoned professional with over 35 years in the industry. He holds the AIF, AWMA, CRPC, CRPS, and RICP designations. He specializes in working with people who are transitioning from work to retirement. He has dedicated his career to helping others achieve their financial goals. Mark is a wonderful speaker & enjoys spending time hosting Educational Seminars throughout his community and he finds deep value in providing Financial education to others.