Broker Check
25 April
Savvy IRA Planning for Baby Boomers


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?
  • 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 rollovers work
  • How retirement accounts are taxed
  • Roth IRA conversions
  • How spousal IRAs work
At this workshop you will learn…
  • Seven strategies for Savvy IRA planning
  • Six rollover options for your retirement plan funds
  • Three 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

Date and Time

Tue, Apr 25, 2023

6:00p - 7:00p EST


Our Office

1400 Old Country Road
Suite 408
Westbury , NY 11590
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Event Registration