Add this Event to Calendar 03/22/2021 07:00 PM 03/22/2021 08:00 PM Savvy IRA Planning for Baby Boomers

Strategies To Get More Out Of Your Individual Retirement Account

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will 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 CARES Act and the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. A seminar by Nest Egg Advisors. Inc. 

You are invited to a Zoom webinar.

When: Mar 22, 2021 07:00 PM Eastern Time (US and Canada)

Topic: Savvy IRA Planning for Baby Boomers -  Oceanside Library

Please click the link below to join the webinar:

https://zoom.us/j/99056703748

Or iPhone one-tap :

    US: +19292056099,,99056703748#  or +13017158592,,99056703748#

Or Telephone:

    Dial(for higher quality, dial a number based on your current location):

        US: +1 929 205 6099  or +1 301 715 8592  or +1 312 626 6799  or +1 669 900 6833  or +1 253 215 8782  or +1 346 248 7799

Webinar ID: 990 5670 3748

    International numbers available: https://zoom.us/u/asbpgtoKU

Online Program