September 6, 2019 11:45a - 1:00p US Mountain Standard Time
The Teton Event Center
"Delaying, Transferring and Avoiding Taxes" Join us for lunch and an informative presentation where you will get these questions answered: How is the growth of a Traditional IRA and/or 401(k) taxed? If you own a Traditional (pre-tax) IRA, what is the maximum Roth conversion you can do? When does a tax deferral result in a positive outcome for you? And so much more! Looking forward to seeing you there.