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Savvy IRA Planning for Baby Boomers
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.

Baby boomers are asking:

• What type of retirement account is right for me?

• Can I still contribute to a retirement account and if so, how much?

• When do I need to take withdrawals and how much do I have to take?

• How are my IRA withdrawals taxed?

• How does my IRA fit into my overall plan?

To help attendees better understand IRA planning, this workshop will cover:

• 7 strategies for Savvy IRA planning

• 6 roll over options for your retirement plan funds

• 3 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

• 3 different options for spousal IRA beneficiaries
Please choose only one webinar to attend.
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Speakers

Peter Gaertner, CFP, RICP, CDFA, MBA
Senior Financial Advisor @Affinity Wealth Management, LLC
Peter is a Senior Financial Advisor and community educator with Affinity Wealth Management. He has been holding workshops on various topics around retirement planning, tax planning, social security planning, estate planning via the Delaware Money School and libraries in Delaware. He has also taught Retirement and Estate Planning courses at Delaware State University and the University of Delaware's Lifelong Learning Center in years past via the Modern Retirement Planning courses. Peter is a Certified Financial Planner specialist, Retirement Income Certified Professional and Certified Divorce Financial Analyst and helps his clients with tax-efficient strategies throughout their retirement years among other financial planning strategies.