Events Calendar |
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Savvy IRA Planning for Baby Boomers
Date: May 10, 2018
Time: 6:30 PM - 8:00 PM
Event Description
All attendees will be entered for a chance to win a gift certificate to Lucio Coffee to Wine in downtown Miami Shores! You’re invited to a free, educational workshop co-presented by Treece Financial Group and Brockway Memorial Library to learn … • 7 strategies for savvy IRA planning • 6 rollover options for your retirement plan funds • 3 common require minimum distribution mistakes • The difference between direct and indirect rollovers • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security, and financial plans Better understand the rules for… • Contributing to traditional IRAs and Roth IRAs • How direct and indirect rollovers work • How retirement accounts are taxed • Roth IRA conversions • How spousal IRA works
