2008 Annual Meeting
Session: Grogan Advisory Services: Ira Secrets, Strategies to Create Allocation, Retire Early, and Leave a Legacy
Did you know that there are some little known facts about how you can manage your IRA and avoid unnecessary penalties and fees? In-service distributions, Net Unrealized Appreciation, Stretch IRA’s are some of the secrets of how to manage your IRA efficiently. We will discuss these secrets and how to use them to your advantage.
Chair
Grogan, L., Grogan Advisory Services