Savvy IRA Planning for Baby Boomers
Event box
Savvy IRA Planning for Baby Boomers
Online
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.
- Date:
- Monday, May 17, 2021
Show more dates
Monday, June 14, 2021
Monday, July 19, 2021
Monday, August 16, 2021
Monday, September 13, 2021
Monday, October 18, 2021
- Time:
- 12:00pm - 1:30pm Eastern Time
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services