Events

Are you IRA Savvy?

To help attendees better understand IRA planning, this workshop will cover: • 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 • Three different options for spousal IRA beneficiaries