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“Protecting your family wealth from predators, creditors & Senators”™

Financial Life Planning

A holistic process that puts your interests first and focuses on increasing your sense of financial well-being

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Make good financial decisions for your family

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Savvy IRA Planning

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

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?

To help attendees better understand IRA planning, this workshop will cover:

  • 7 strategies for Savvy IRA planning
  • 6 roll over options for your retirement plan funds
  • 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
  • 3 different options for spousal IRA beneficiaries

Register here for the next Savvy IRA planning workshop

  • Monday February 19, 2018
  • Tuesday March 27, 2018
  • Tuesday April 24, 2018
  • Tuesday June 5, 2018
  • Saturday August 4, 2018
  • Tuesday August 14, 2018
  • Monday September 10, 2018
  • Tuesday October 23, 2018
  • Thursday December 6, 2018

2018 workshops

For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Events

  • Savvy Social Security Planning
  • Savvy IRA Planning

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Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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