10
Nov
IRA Planning Webinar
Description
Please 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
• 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 - 7:00p EST
Location
Zoom Webinar
Note
Webinar link will be e-mailed in the confirmation e-mail once you register.