Savvy IRA Planning for Baby Boomers (Zoom)

Program Type:

Cooking

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

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 Bud Levy, CFP and Evan Levy, Financial Advisor.

 

Zoom link will be emailed to registrants.