Not sure which IRA is right for you? This presentation will help you understand your options, the benefits of each one and the advantages of tax deferral. Workshop participants will receive a complimentary Morningstar retirement snapshot and tax benefit analysis.
Presented by Louis Czerwinski, Vice President of Northeast Wealth Solutions LLC, located in Wallingford. Lou has been serving clients for more than 16 years and is a Chartered Retirement Planning Counselor (CRPC).