Many people contribute to their IRAs, 401(k)s and other
qualified retirement plans for years without fully understanding
the rules, tax implications and options that are available to
them – until it’s too late. It’s like driving down the road to
retirement without a map (or nowadays, a GPS).

Please join our local retirement advisor for an educational
program especially, for retirees or those retiring soon. They will
explain (in plain English) the latest IRA rules and tax‑saving
strategies, along with common costly mistakes that are easily
avoided – if you know what you’re looking for.