Free Webinar

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

About the Webinar

In this presentation, we'll examine how retirees can use their IRAs more effectively to reduce taxes and keep more of their nest egg.

  • Common IRA Rollover Mistakes

    Common mistakes result in costly tax consequences when IRA rollovers aren't handled properly

  • Effectively Managing RMDs

    How to avoid painful tax consequences associated with Required Minimum Distributions (RMDs) and get funds into accounts that are not subject to RMDs

  • Coordinating IRAs with Your Estate Plan
    Tips and strategies for most effectively using IRAs under the new tax laws

  • Derek Tharp, Ph.D., CFP®, CLU®, RICP®

    President, Conscious Capital, Inc. | Assistant Professor of Finance, USM

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