Broker Check
10 Nov
IRA Planning

Description

Join us as we discuss:
• How to determine a withdrawal strategy for your IRA/401k balance
• When do I need to take withdrawals, and how much do I have to take?
• How to explore creative ways to coordinate different retirement accounts.
• What type of IRA is right for me? Roth or Traditional?
• How to understand and master minimizing taxes and RMD planning

Date and Time

Wed, Nov 10, 2021

6:00p - 6:30p EST

Location

Your Home Computer

PT30M

Event Registration

Will you be able to attend this event?