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Savvy IRA Planning

Course number : 4400002   ID : 642   
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ClassGraphic Discover seven strategies for IRA planning and six rollover options for your retirement plan funds. What are three common required minimum distribution mistakes and how can you prevent them? Learn the difference between indirect and direct rollovers and three different options for spousal IRA beneficiaries. Explore how to coordinate your IRA planning with your overall retirement and estate strategy.

Class Details

1 Sessions

Live Local Online

Peter Murphy 



Registration Closes On
Tuesday, March 9, 2021 @ 8:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
3/9/2021 Tue 5:30 PM - 8:30 PM Santa Fe, Live Local Online  Map Peter Murphy