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The Phases of Your IRA or 401k (Ella Baker) ONLINE


Adult Enrichment / Business & Consumer -
Adult Enrichment Fall 2024

Approaching retirement, in retirement, or curious about the future? This course looks at your IRA and/or 401(k) from accumulation to the “tax control window”, RMDs, survivorship and legacy. Learn strategies to help offset the impact of taxes for you and your loved ones. 

Isaac Bolger

Tax & Retirement Instructor

Isaac Bolger is a Financial Associate with Thrivent Financial. He is based in Minneapolis and works with clients in the metro area. Isaac holds his Series 7 and 66 Investment Adviser Representative designations, as well as being a state Life, Health and Accident insurance producer. Isaac also has an MA from the College of Education and Human Development at the University of Minnesota, and an Executive MBA. He previously worked for 11 years in Higher Education, primarily in North Africa and Europe. He lives in East Isles and enjoys taking his five-year-old, Adam, to Triangle Park.

 November 2024 
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AE-21009-F24-EB-1

  Isaac Bolger


Online
Thursday, Nov 21
6:30 - 8:00 PM

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Min Age   18 yr.