Savvy IRA Planning

Savvy IRA Planning

November 11, 2021 11:30 AM
November 11, 2021 12:30 PM

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!