Retirement: Options and Strategies for IRAs and IRA Rollovers

You’ve worked hard and saved for retirement. Now what? The decisions you make today can have an impact on your overall retirement plan. We will cover 7 IRA planning strategies and 6 rollover options. Course includes a review of the new IRA rules following SECURE Act (2019) and SECURE Act 2.0 (2023). Learn how to coordinate IRA planning with your overall retirement, estate, tax, Social Security, and financial plans.