IRA PLANNING AND STRATEGIES*                                                                                                 Fee: $25
E 155 Wednesday, 10/11 (One session)                  7:00 - 8:30 PM           HS Room: 185

IRA planning is a complex process, and the decisions you make today can tremendously impact your overall retirement plan. Attend this course and you will learn about the following:

Strategies for IRA planning

Rollover options for your retirement plan funds

Common required minimum distribution mistakes

The difference between indirect and direct rollovers

How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security, and financial plans

Various options for spousal IRA beneficiaries And much more!

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.