Your host will be Bill Romeo CFP from the Everest Retirement Planners Matthews, NC office.

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?
• How are my IRA withdrawals taxed?
• How does my IRA fit into my overall plan?
• What happens to my IRA when I die?
• How can I minimize taxes so I can spend more of my hard-earned money?

Learn the rules for…
• Contributing to traditional IRAs and Roth IRAs
• How indirect and direct roll overs work
• How retirement accounts are taxed
• How to calculate your required minimum distribution
• Roth IRA conversions
• Inherited IRAs
• How spousal IRAs work

At this workshop you will learn:
• 7 strategies for Savvy IRA planning
• 6 roll over options for your retirement plan funds
• SECURE Act changes to IRA planning
• 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, Social Security and financial plans
• 3 different option for spousal IRA beneficiaries

The decisions you make today can have
an impact on your overall retirement plan.

Please try to sign in 5-10 minutes early so that we can start on time. Questions or need more information? Please call us at 704.708.5001 or send an email to mariaromeo@retirewitheverest.com.