An educational workshop titled “Savvy Retirement Income for Baby Boomers” has been scheduled for 5:30 pm, on Tuesday, November 13th at the Chester River Yacht and Country Club, 7738 Quaker Neck Road, Chestertown, MD.
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.
Baby boomers are asking:
What type of retirement account is right for me?
Can I still contribute to a retirement account and if so, how much?
When do I need to take withdrawals and how much do I have to take?
How are my IRA withdrawals taxed?
How does my IRA fit into my overall plan?
To help attendees better understand IRA planning, this workshop will cover:
7 strategies for Savvy IRA planning
6 roll-over options for your retirement plan funds
3 common required minimum distribution mistakes
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
3 different options for spousal IRA beneficiaries
Seating is limited and reservations are recommended.
Individuals may reserve space by calling Sarah Schut at 410-810-2475 or emailing firstname.lastname@example.org.
Schut is an investment advisor representative with Cetera Investment Advisers LLC and a member of Radcliffe Financial, a financial advisory firm associated with Radcliffe Corporate Services, Certified Public Accountants. She offers securities through Cetera Financial Specialists, FINRA / SIPC. Schut can be reached at 870 high Street, Suite 1, Chestertown, MD 21620 or by phone at 410.778.1099. www.radcliffefinancial.com