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Webinar: Savvy IRA Planning for Boomers
Savvy IRA Planning for Boomerspresented by
Steve Richardson, CFP®, CRPS®, CPA, President, and Timothy Shean, CFP®, CIO
Potomac Financial Private Client Group, LLCHow will the SECURE Act impact your retirement savings plan?
?Dial in to get an answer to this key question and other frequently asked questions:- What type of retirement account is right for me?
- Can I still contribute to a retirement account, and if so, how much?
- When do I need to take withdrawals and how much do I have to take?
- How are my IRA withdrawals taxed?
- How does my IRA fit into my overall plan?
- What happens to my IRA when I die?
- How can I minimize taxes so I can spend more of my hard-earned money?
- Contributing to Traditional IRAs and Roth IRAs
- How indirect and direct rollovers work
- How retirement accounts are taxed
- How Spousal IRAs work
Webinar: Savvy IRA Planning for Boome...Date and Time
Thursday Feb 20, 2020
12:00 PM - 1:00 PM ESTThursday, February 20, 2020 at Noon ET.
Location
Join Web Conference: https://www.anywhereconference.com/
Web login: 201181671
Participant Pin: 8405510
Join Audio Conference:
Dial: 866-946-4916
Participant Pin: 8405510Fees/Admission
Free
Contact Information
amy@potomacfinancialpcg.com
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