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Top 10 IRA Blunders—and How to Fix Them

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Hear from the advisors at BSNB about how to avoid common IRA planning mistakes and discover actions you can take to help correct them.

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We all know to save and plan for retirement but often times we are on auto-pilot and not thinking about what will be affecting our retirement whether it is around the corner, 5 years, 10 years, or 20+ years away. We are managing day-to-day with our careers and families and may be overlooking key elements of our plans. Your IRAs need to be thoughtfully monitored during both the savings and retirement phases of our lives. Join us as we discuss common IRA missteps and possible fixes to help remedy them. Some common pitfall areas will be discussed such as beneficiary planning, contributions, required minimum distribution (RMD) planning, rollovers, and distribution/income planning.

Learning Topics:

• Distribution Planning including RMDs

• Contributions

• Tax Considerations

• Beneficiary Planning


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