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23 March
Savvy IRA Planning for Baby Boomers


Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.

Date and Time

Thu, Mar 23, 2023

7:00p - 8:30p EST


Smithtown High School East - Little Theatre

10 School Street
St. James , NY 11780


Host: Evan Levy, CFP, MBA

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