E 158 IRA PLANNING AND STRATEGIES Fee: $25 Wednesday, 10/9 (One session) 7:00 - 8:30 PM HS Room: 185 IRA planning is a complex process, and the decisions you make today can tremendously impact 

your overall retirement plan. Attend this course and you will learn about the following: - Strategies for IRA planning 

- Rollover options for your retirement plan funds 

- 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 

- Various options for spousal IRA beneficiaries 

And much more!

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.