Class Information
Savvy IRA Planning for Baby Boomers
Monday, July 19 at 12:00 PM - 1:00 PM
This class is online: Registration Required
Lewes Library

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
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 |