Description

In this class we will be highlighting important topics to consider with your investments such as Roth IRAs vs Pre-tax IRAs, Roth conversions, charitable giving, taxes, capital gains and tax-loss rules, gifting to kids and grandkids and the different accounts you can consider for helping the next generation. Free, but you must pre-register.

Activity Secondary Category

Adult

Location

CC Room 106 at Community Center

Instructor

Ferrito & O'Gorman Financial Group Matt Yerkes