Savvy IRA Planning for Boomers

August 18, 2020

6:00pm - 7:00pm

Freshly Updated for the SECURE Act

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.

Join the financial planners of Barber Financial Group for the Savvy IRA Planning for Boomers webinar and learn:

  • 7 strategies for Savvy IRA planning
  • 6 rollover options for your retirement plan funds
  • 3 common required minimum distribution mistakes
  • 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
Webinar Registration