E 161 - IRA PLANNING AND STRATEGIES
E 161 IRA PLANNING AND STRATEGIES Fee: $25
Wednesday, March 12 (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, 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
