26
May
Strategies for Savvy IRA Planning
Description
IRA planning is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income.
This informative webinar will cover what you need to know about retirement account planning, such as:
• 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
Don't miss this informative webinar will cover what you need to know about retirement account planning and provide answers to any questions you may have about creating a sound distributions strategy for taking money out of your retirement accounts.
This informative webinar will cover what you need to know about retirement account planning, such as:
• 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
Don't miss this informative webinar will cover what you need to know about retirement account planning and provide answers to any questions you may have about creating a sound distributions strategy for taking money out of your retirement accounts.
Date and Time
Wed, May 26, 2021
3:00p - 4:00p EST