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Retirement: Options and Strategies for IRAs and IRA Rollovers

Course number : 4400002   ID : 5363   
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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. The 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
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Class Details

1 Session(s)
Thu

Location
Live Local Online

Instructor
Peter Murphy 

Tuition: 

$49.00

Registration Closes On
Thursday, May 8, 2025 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
5/8/2025 Thu 05:30 PM - 08:30 PM Santa Fe, Live Local Online  Map Peter Murphy 

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505-428-1676  |    |  6401 Richards Ave., Santa Fe, NM 87508-4887
Office hours: Mondays through Fridays 9 a.m. to 5 p.m.

SFCC is an equal opportunity/
ADA-compliant institution.
SFCC es una institución de igualdad de oportunidades en conformidad con ADA.