Savvy IRA Planning for Baby BoomersMonday March 22, 2021
7:00 PM until 8:00 PM
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:
Or iPhone one-tap :
US: +19292056099,,99056703748# or +13017158592,,99056703748#
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
Location: Online Program
to go to the Oceanside Library