Workshops

Top Ten IRA Investment and Distribution Strategies

What if you could stretch out your IRA for nearly 100 years and defer taxes for decades longer than you thought possible?

It’s all in developing an investment plan, structuring withdrawals and properly designating beneficiaries.  

This may be the most important financial workshop you attend this year. Join us for a comprehensive review in plain English of:

  • New distribution rules
  • Stretching tax deferral
  • Creative income strategies
  • Tax-wise investment strategies
  • Non-spousal beneficiaries
  • Charitable gifting from IRAs
  • Partial Roth conversions
  • The right ways to leave assets to your children and grandchildren while avoiding horrendous tax traps
  • and much more…

The Bedminster Group is a registered investment advisor and does not offer investments for sale. This is an educational workshop.

Steven Weber is the principal investment advisor and portfolio manager for the Bedminster Group. Mr. Weber founded the Bedminster Group in 1997, and has 25 years experience as a financial advisor with both PaineWebber and Rauscher Pierce Refsnes.  Mr. Weber is the financial columnist for the Hilton Head Monthly magazine.

Meet Steven »

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