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Savvy IRA Planning


Savvy IRA Planning

Thursday, November 14, 2019

10:00a - 11:30a PST

Online

2019-11-14T10:00:00.0000000
2019-11-14T11:30:00.0000000
PT1H30M

Organizer:

Michael B Keeler Mike@PeakFinancialSolutions.com

Presenter:

Michael B Keeler, CFP

At this online webinar, you will learn:

  • 7 strategies for Savvy IRA Planning
  • 6 roll over options for your retirement plan funds
  • 3 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
  • 3 different options for spousal IRA beneficiaries

Register by clicking here.


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