*NEW DATE* IRA Planning for Baby Boomers

Program Type:

Classes & Workshops, Virtual

Age Group:

Adults
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This event has been cancelled.

Event Details

Baby Boomers are asking: which type of retirement account is right for me? Join Evan Levy from Nest Egg Advisors to explore your options when choosing and IRA and Learn important IRA rules for traditional and Roth IRA's and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA's. Three common IRA mistakes and how to avoid them will be discussed. Learn how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. Please register.