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 workshop 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