IRA

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

Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA

Topics discussed will be: what are the new rules regarding RMD’s?  What happens to my IRA when I die?  How can I minimize taxes on my withdrawals?  How do RMD’s 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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