Savvy IRA Planning
Schedule
Thursday, March 13
6:00 - 7:30 PM
Info
Have you ever wanted to know the answers to these questions:
What type of retirement account is right for me?
Can I still contribute to my retirement and if so, how much?
When do I need to take money out of my retirement accounts? How much do I have to take? Will I be taxed when I do take it?
How does my IRA fit into my overall retirement strategy?
Are you worried that you never thought about any of this?
In 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 strategies
And more…
This workshop is purely educational. No specific insurance or investment products will be discussed.
~Gold Card Eligible.
Aaron E. Rybak & Robert K. Wilczak, Wealth Managers from Cetera Investors