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Niagara Wheatfield Central School District

Savvy IRA Planning for Boomers

with Genna Chmiel

Free

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Only 2 days left to register!

Saving and accumulating money gets you to the starting line of retirement, but then what?  This workshop will focus on the second half - the distribution of assets and how to take an income from them with a focus on minimizing taxation.  We will discuss many different strategies that include Roth IRA conversions, allocating qualified and non-qualified assets appropriately, and how to avoid common pitfalls with RMDs.  

  • Oct 5th, 2022
    Wed from 6:00 - 7:00 pm

N-W Senior HS

(716) 215-3100

2292 Saunders Settlement Road
Sanborn, NY 14132 Get directions

Room: B114

Location map for N-W Senior HS




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