24
March
Webinar: Savvy IRA Planning at 1:00 PM
Description
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
- 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
We are offering the same webinar on the same day at two different times.
As a note, once you RSVP you will be sent an invite to the Zoom meeting. Zoom can be accessed either online or their mobile app. During the presentation, both audio and visual will be used.
Date and Time
Wed, Mar 24, 2021
1:00p - 1:45p PST