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