Retirement University: Tax-Smart Retirement and Estate Planning
Tuesday, December 8, 2026 · 5:30 PM CST · East Moline Public Library · East Moline, IL
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About this event
Join us for session two of Retirement University, presented by Jamie Ragins of the Society of Financial Awareness. In this session we will cover: Building reliable, lasting income with the right mix of accounts Reducing retirement taxes with RMD strategies, Roth conversions, and smart withdrawls Avoidable pitfalls that drain retirement savings How to structure assets so more goes to loved ones, not the IRS How to protect a surviving spouse from financial chaos Simple estate planning moves
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