Course #2250 ▪   Tues 4/29
No Fee   ▪ 6:15 - 8pm ▪ Room LGI
 

IRA planning is a complex process, and the decisions you make today can tremendously impact your overall

retirement plan.  Attend, and you will learn about the following: 

 

 Strategies for IRA planning  

 Rollover options for your retirement plan funds 

 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 plans 

 Various options for spousal IRA beneficiaries 

 

And much more!