IRA PLANNING AND STRATEGIES*                                                                                                Fee: $25

E 152 Wednesday, 3/13 (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.