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, 2018Tuesday March 27, 2018Tuesday 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
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.
