Broker Check
13 July
Savvy IRA Planning for Baby Boomers via Zoom-7/13 10 AM


IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 


Baby boomers are asking:

  • 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?


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

Date and Time

Tue, Jul 13, 2021

10:00a - 11:00a EST


Elliott & Associates Wealth Advisors Via Zoom


To join ZOOM: Meeting ID: 939 0265 7030 Passcode: 281529


Event Registration