24
June
Webinar: Savvy IRA Planning for Baby Boomers
Description
Join us to learn more about Savvy IRA Planning for Baby Boomers along with a timely market update.
Our speakers, Stu Johnson, CFP Branch Manager & Tori Gutierrez, Financial Advisor, both @ Cetera Investors will highlight the following;
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
As a note, once you RSVP you will be sent an invite to the Zoom meeting in your conformation. Zoom can be accessed either online or their mobile app. During the presentation, both audio and visual will be used.
Date and Time
Wed, Jun 24, 2020
2:00p - 3:00p PST