Savvy IRA Planning for Baby Boomers (In Person)

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Program Type:

Educational

Age Group:

Adults
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Program Description

Event Details

Learn important IRA rules for traditional and Roth IRAs and Roth conversions, how direct and indirect rollovers work, special considerations
for spousal and inherited IRAs, and more. Presented by Evan Levy, CFP of Nest Egg Advisors, Inc.