Broker Check
23 July
Savvy IRA Planning for Boomers Via Zoom 7/23 (7 PM Eastern Time)


CLICK HERE on day of Savvy IRA Planning for Boomers event (Zoom link)
Meeting ID: 873 5570 1505
Passcode: 909440

***Kindly remember to register prior to attending this educational workshop.***

Workshop Agenda:

  • 7 strategies for Savvy IRA planning
  • 6 rollover 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

We'll also discuss the answers to common questions like:

  • What type of retirement account is right for me?
  • How much are my withdrawals taxed?
  • When do I need to begin taking withdrawals?
  • Can I still contribute to a retirement account and if so, how much?
  • How much will I have to take?
  • What happens to my IRA when I die?
  • How can I minimize my taxes so I can spend more of my hard-earned money?

Date and Time

Tue, Jul 23, 2024

7:00p - 8:00p EST


Elliott & Associates Wealth Advisors via Zoom


/// Meeting ID: 873 5570 1505 /// Passcode: 909440


Event Registration