Skip to content

Five Phases of an IRA


Adult and Senior / Lifelong Learning -
Senior Program 2025-2026

Contributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money.

The workshop suggests potential strategies for reducing the taxes attendees and their heirs could pay and suggests further conversations with a financial advisor. 

Instructor

Seamus Ott


As a Financial Advisor at Thrivent, I partner with clients to build thoughtful, values‑aligned financial strategies that support every part of their journey. Grounded in ethical guidance, I provide clear, straightforward information that empowers clients to make confident decisions.

With a background in Peace Studies from Saint John’s University, I approach financial planning through a lens that considers not only financial goals but also the people, causes, and communities my clients care about most. This blend of financial expertise and commitment to positive societal impact helps clients express generosity in meaningful ways—creating lasting influence in the world, their way.

A606L26A

  Seamus Ott


Lenox Community Center : Rm 108 - Art Room
Wednesday, May 6
5:30 - 7:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.

A606L26B

  Seamus Ott


Lenox Community Center : Rm 108 - Art Room
Wednesday, Jun 3
5:30 - 7:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.

A606L26C

  Seamus Ott


Lenox Community Center : Rm 110 - Computer Lab
Wednesday, Jul 8
5:30 - 7:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.

A606L26D

  Seamus Ott


Lenox Community Center : Rm 103
Wednesday, Aug 5
5:30 - 7:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.