5 Phases of an IRA
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow or spend and give more of your wealth, but it takes planning. Join us for our workshop on the 5 Phases of an IRA to discover: How the 5 phases of an IRA relate to stages of your retirement, how time can have a great impact on tax-deferred retirement accounts, and strategies for reducing the taxes you and your heirs could pay.
Dr. Andrew Neumann
Instructor
Dr. Andrew Neumann, a Thrivent Financial Professional, was a primary school teacher and a lead principal at each level in education, including leading and creating a K-12 online school. Andrew was recruited out of education by Thrivent and is part of a senior team that looks forward to listening to your goals, needs, wants, and wishes to come up with a plan personalized just for you to reach them. Click HERE to learn more about him.
7167.131
Instructors:
- Dr. Andrew Neumann
| Date | Time | Location |
|---|---|---|
| Wed, Sep 30th 2026 | 6:00 - 7:00 PM | Northrop Community Education Center |
