Please join us for our upcoming webinar "Savvy IRA Planning for Baby Boomers". We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today to save your seat.

Topics we will be discussing include;

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