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eBook: Two Ways Retirees May Be Able To Save Taxes on Their IRA

Saving taxes is important for many retirees and those nearing retirement. Tax savings can mean more money for you to use and enjoy during retirement.

Some of the topics covered in this eBook include:

Taxes-1

  • Growing your money income-tax free
  • Qualified distribution rules
  • Investment limit rules
  • Easing the burden of your beneficiaries
  • Accessing tax-free loans
  • Key questions to ask your financial rep

 
  

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.