Savvy IRA Planning for Baby Boomers – Strategies to Help You Save Taxes and Get More Out of Your IRA

Free Educational Webinar

Are you asking yourself questions like:

  • Can I still contribute, and if so, how much?
  • What type of IRA is right for me?
  • When do I take withdrawals and how much do I have to take?
  • How are my IRA withdrawals taxed?
  • What happens when I die?
  • Does a conversion to a ROTH makes sense for my situation?
  • How can I minimize taxes?

At this workshop you will learn:

  • IRA and Roth basics
  • The six rollover options for your employer retirement plan (401(k), 403(b), etc.)
  • The why, how and when of required minimum distributions
  • What is a Roth conversion and what are all the things to consider before doing a conversion
  • How to coordinate your different retirement savings account into an overall retirement plan

Please arrive 5 to 10 minutes early to be sure you can log-in successfully.