Tax Saving Strategies to Get More Out of Your IRA - Speaker - Bill Romeo, CFP
Attention: Retirees and Pre-Retirees!
Learn How to Coordinate Your IRA Planning with Your Overall Retirement, Estate, Tax, Education, Social Security, and Financial Plan.
- 7 Strategies for IRA Planning
- 6 Rollover Options for Retirement Funds
- 3 Common RMD Mistakes
- The Difference Between Direct and Indirect Rollovers
- Roth Conversions
RSVP: Maria 704-708-5001 email@example.com