Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Name: Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Start: 2024-06-29T10:00:00-04:00
End: 2024-06-29T11:30:00-04:00
Location: 1111 Douglas Ave, Altamonte Springs, FL 32714-2033, United States

Schedule

Sat Jun 29 2024 at 10:00 am to 11:30 am

UTC-04:00

Location

1111 Douglas Ave, Altamonte Springs, FL 32714-2033, United States | Altamonte Springs, FL

Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA
Topics discussed will be: what are the new rules regarding RMD’s? What happens to my IRA when I die? How can I minimize taxes on my withdrawals? How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation? 5 “savvy” strategies for getting the most out of your IRA’s and paying the least amount in taxes.

Where is it happening?

1111 Douglas Ave, Altamonte Springs, FL 32714-2033, United States

Event Location & Nearby Stays:

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Schedule

Location

Where is it happening?

Host or Publisher Certified Financial Group, Inc.

It's more fun with friends. Share with friends

Discover More Events in Altamonte Springs

What's Happening Next in Altamonte Springs?