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 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, education, Social Security and financial plans