Learn Tax-Saving Strategies to Help You Get More Out of Your IRA
Are you wondering what type of retirement account is right for you? When do I need to take withdrawals and how much do I have to take? How can I minimize taxes so I can spend more of my hard-earned money? The decisions you make today can have an impact on your overall retirement plan.
Join us for this webinar where we will help you answer some of those questions.
At this workshop you will learn:
7 strategies for Savvy IRA planning
6 rollover options for your retirement plan funds
SECURE Act changes to IRA planning
3 common required minimum distribution mistakes
The difference between indirect and direct rollovers
How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security and financial plans
3 different options for spousal IRA beneficiaries
Join us for this webinar to learn about Savvy IRA Planning!
Check the background of your financial professional on FINRA's BrokerCheck
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.
Cetera Privacy Policy.
Important Disclosures.