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Retiring Soon? An Alternative View

Sep 16
  • Thu / September 16, 2021
  • 6:00 pm - 8:00 pm
  • Iowa Valley Continuing Education/IVCE Conference Center, room 612, 3702 S. Center St., Marshalltown

Thinking of retiring in the next few years? Join this discussion about when to take Social Security, Medicare and Supplemental insurance, Roth and Traditional IRA distributions, continuing to work, and income tax consequences of each. You/ll hear examples, numbers and suggestions you’ll never get from popular media and traditional advisors. No sales pitch; time for questions is included.

Class ID 7221                         $30
9/16, Thu 6:00 pm – 8:00 pm


  • $30/person, $40/couple