IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.
To help attendees better understand IRA planning, this workshop will cover:

• 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

Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He has instructed retirement and estate planning courses at Delaware State University and the Lifelong Learning Center at the University of Delaware, and has shared his expertise with many other community members.

This workshop is presented by The Money School. Log in to their website to register and view the full class listing. To register by phone, call 1-877-307-6858.

NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.

If you have need assistance with registration or getting your Zoom invitation, please email the presenter.

Basic written instructions for using Zoom may be found here and a brief video tutorial may be found here.