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eBook: A Retiree's Guide To Your IRA

Do you have an IRA, 401(k), or 403(b)? If so, you might have some questions about it. We developed this special eBook to touch on common concerns surrounding these assets. It offers insights to help you have a better idea of what's in store for you and your loved ones.

Some of the topics covered in this eBook include:ira.ebook

  • IRA basics
  • Required Minimum Distributions (RMDs)
  • Converting to a Roth IRA
  • Inherited IRAs
  • Beneficiary Designations

 
  

Download your free eBook

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Stratton & Company, 9191 RG Skinner Pkwy, Suite 502, Jacksonville, FL 32256 (904) 425-0943

 

Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs. 

Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser.  CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.