Class Information
|
Savvy IRA Planning for Baby Boomers
Monday, October 18 at 12:00 PM - 1:00 PMThis class is online: Registration Required Lewes Library Description
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 |
Peter Gaertner
Find Another Class
Back to List