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Savvy IRA Strategies for Baby Boomers

Savvy IRA Strategies for Baby Boomers


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.

Wednesday, December 1, 2021
12:00pm - 2:00pm Eastern Time
Large Meeting Room
Lewes Public Library
  Adults     Older Adults  
  Social Services  
Registration has closed.