ABOUT THE EVENT
Phoenixville Public Library will host a free workshop, “The Five Phases of an IRA”, on Monday, November 3 at 6:30 PM. Nathaniel Cooper of Thrivent Financial will be the presenter. This workshop is designed to help individuals—especially those nearing or in retirement—understand how their Individual Retirement Accounts (IRAs) evolve over time and how to manage them strategically to minimize tax burdens. The workshop connects five distinct IRA phases to stages of retirement: accumulation – building your IRA through contributions; opportunity zone – strategic tax planning before Required Minimum Distributions (RMDs) begin; RMDs – understanding mandatory withdrawals and their tax implications; first death – planning for the surviving spouse or partner; and second death – legacy planning and minimizing taxes for heirs. This event is free and open to the public. The program will also be livestreamed on Zoom for those unable to attend in person. Registration is required at https://ccls.libcal.com/calendar/Phoenixville/five-phases-of-an-ira or by calling 610-933-3013 x132. Email mpinto@ccls.org for more information. Phoenixville Public Library is located at 183 Second Avenue, Phoenixville, PA.
610-933-3013 x132
