Cook Financial Group

If you are the parent of a Junior, Sophomore, or Freshman

You are invited to a Free

COLLEGE PLANNING CLASS

“How to choose the BEST Colleges For your Student and you Pocketbook”

In this informal class, you will learn:

1.How to help students decide which college to apply to.

2.The important questions to ask colleges before students apply .

3. How to maximize a students potential to receive scholarships, grants and other forms of gift-aid.

4. How families with high incomes can receive financial assistance to help pay for college .

“AND SO MUCH MORE “!!!!

Reservations are Necessary!

Call our reservation line at: 504-615-5750 (24 hours)

Or register by email at: [email protected]

Tuesday, September 18th
6:30 - 7:30 pm

Jefferson Parish Library
4747 West Napoleon Ave. Metairie La. 70001
Napoleon Meeting Room

10 common IRA mistakes

7. Not knowing your options regarding inherited IRAs

Your distribution options will vary depending on your relationship to the person you inherited the IRA from. As the surviving spouse, you have the option to treat your deceased spouse's IRA as your own or you can roll the IRA assets into your own IRA. Nonspousal beneficiaries often liquidate their inherited IRA assets too quickly, resulting in immediate income taxes. Consider a stretch IRA, which allows you to prolong the tax-deferred or tax-free status over one or more generations, spreading the tax liabilities over your lifetime, and potentially your beneficiary's lifetime also.

For more information call us @ 225-439-7077 or 504-615-5750. www.cookfinancialgroup.com