Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes & Get More Out of Your IRA
Baby Boomers are asking…
What type of retirement account is right for me?
Can I still contribute to a retirement account and if so, how much?
When do I need to take withdrawals and how much do I have to take?
How are my IRA withdrawals taxed?
How does my IRA fit into my overall plan?
What happens to my IRA when I die?
How can I minimize taxes so I can spend more of my hard-earned money?
Learn the rules for…
Contributing to traditional IRAs and Roth IRAs
How indirect and direct roll overs work
How retirement accounts are taxed
How to calculate your required minimum distribution
Roth IRA conversions
Inherited IRAs
How spousal IRAs work
At this workshop you will learn:
7 strategies for Savvy IRA planning
6 roll over 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 option for spousal IRA beneficiaries
The decisions you make today can have an impact on your overall retirement plan