Join us to learn more about Savvy IRA Planning for Baby Boomers.

Our speakers, Alex Sierra, Investment Advisor  & Tori Gutierrez, Investment 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 webinar link. Zoom can be accessed either online or their mobile app. During the presentation, both audio and visual will be used.