17
Nov
Savvy IRA Planning: Strategies to Help You Save Taxes and Get More Out of Your IRA at Webster Schroeder High School
Description
Tax-saving strategies to help you get more out of your IRA.
The decisions you make today can impact your overall retirement strategy.
Baby boomers are asking…
The decisions you make today can impact your overall retirement strategy.
Baby boomers are asking…
- 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 strategy?
- What happens to my IRA when I die?
- How can I minimize taxes so I can spend more of my hard-earned money?
- Contributing to traditional IRAs and Roth IRAs
- How indirect and direct rollovers work
- How retirement accounts are taxed
- Roth IRA conversions
- How spousal IRAs work
- Seven strategies for Savvy IRA planning
- Six rollover options for your retirement plan funds
- SECURE Act changes to IRA planning
- Three 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 strategies
Date and Time
Thu, Nov 17, 2022
6:00p - 8:00p EST
Location
Webster Schroeder High School
875 Ridge Rd
Webster ,
NY
14580