Carnegie College

An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .


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Carnegie College: IRA Maximization

July 15, 2015 @ 12:00 pm - 1:00 pm

Presented by Eric Rader of Clearpoint Advisors.

Overview of the short and long-term tax considerations of an IRA
Summary of tax inefficiencies of an IRA to heirs
Alternative IRA maximization opportunities as a legacy
Gifting options

Details

Date:
July 15, 2015
Time:
12:00 pm - 1:00 pm

Organizer

Venue