28
April
Savvy IRA Planning
Description
Baby boomers are asking…
retirement plan!
- 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?
- 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
- 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
retirement plan!
Date and Time
Tue, Apr 28, 2020
7:00p - 8:00p EST
Location
Cetera Investors Long Island Office
1400 Old Country Road
Suite 408
Westbury ,
NY
11590
Note
Parking lot entrance is on Carman Avenue Extension.