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08 May
Savvy IRA Planning for Baby Boomers


Are you approaching retirement and worried about all the regulations & little nuances surrounding your different retirement accounts?

Do you get overwhelmed every time you try to research and learn the information on your own?

If you answered yes to either of these questions, then join us for this comprehensive presentation where we will discuss:
  • Rules & regulations surrounding contributions/ withdrawals;
  • Advantages/ disadvantages of Roth conversions; and
  • How the new tax laws may affect you & strategies to minimize those taxes.

Don't miss out on this concise, beneficial information, register today!

** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.

Date and Time

Sat, May 08, 2021

10:00a - 11:00a EST


Online Webinar


Event Registration

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