Broker Check
14 July
Savvy IRA Planning for Baby Boomers via Zoom 7/14 7 PM


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

Wed, Jul 14, 2021

7:00p - 8:00p EST




Elliott & Associates Wealth Advisors is inviting you to a scheduled Zoom meeting. Topic: Savvy IRA Planning for Boomers Time: Jul 14, 2021 07:00 PM Eastern Time (US and Canada) Join Zoom Meeting Meeting ID: 978 0521 9938 Passcode: 888855 One tap mobile +19294362866


Event Registration