IRA

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

Hosted By: Charles Curry, CFP®, AIF®, MBA

Topics discussed will include:

  • What are the new rules regarding RMDs?
  • What happens to my IRA when I die?
  • How can I minimize taxes on my withdrawals?
  • How do RMDs 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.

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