Whether you are inheriting a $100,000 IRA or a $1 million IRA, you will have to fit that amount of income from IRA withdrawals into the next 10 years! See the need for some serious tax planning? Tax planning is the process of projecting out your future income to determine strategies for how to pay the least amount of tax overall. In this session, we'll examine the basic parts of an estate or inheritance, as well as look at the pros and cons of taking early, late, or equal IRA withdrawal amounts each year.

Presented by Michael Helveston, CFP®, CRPC®, Founder of Whitford Financial Planning and Author of Achieving Financial Fulfillment.

Registration is required for virtual presentation. Registration will close 2 hours prior to the scheduled start time of the event. A Zoom link will be emailed to Virtual Program registrants 2 hours before the program starts.  Make sure to check the email address you registered with to receive the link.  You do not need a Zoom account to attend the virtual program. In-person walk-ins are welcome.

This program supports PA Forward®, an initiative of the Pennsylvania Library Association that highlights libraries’ role in moving Pennsylvania forward. Libraries are key to powering progress, elevating the quality of life by fueling the types of knowledge essential to its success.