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ONLINE: Savvy IRA Planning for Baby Boomers

Wednesday March 17, 2021
7:00 PM until 8:00 PM


Learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.


Location: Online
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This page last updated : EK/TK MAP2 2021.01.13 - 11:00 AM
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