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Savvy IRA Planning

Savvy IRA Planning

Wednesday, November 20, 2019

10:30a - 12:00p PST

Sahara West Library

Sahara West Library

9600 W Sahara Ave
Las Vegas, NV 89117
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Michael Keeler


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

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