Free

Savvy IRA Planning for Boomers

Event Information

Share this event

Date and Time

Location

Location

Jersey Shore Financial Advisors office

55 Gilbert Street North

Suite 3103

Tinton Falls, NJ 07701

View Map

Event description

Description

The 90 minute workshop will cover the following topics:

  • 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?

We will be considering the following questions:

  • 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

Each attendee will receive “The Baby Boomer’s Guide to Savvy IRA Planning” which is a 6-page laminated information piece which illustrates many of the topics covered during the workshop, provides useful Internet addresses, telephone numbers and calculation methods.

Share with friends

Date and Time

Location

Jersey Shore Financial Advisors office

55 Gilbert Street North

Suite 3103

Tinton Falls, NJ 07701

View Map

Save This Event

Event Saved