Savvy IRA Planning: Tax-Saving Strategies to Help You Get More Out of Your IRA

Classes - Adult / Money Matters -

Adult Classes Winter/Spring 2025

Prepare for a secure financial future. You will learn:

7 Strategies for IRA planning
6 roll over options for your retirement plan funds
SECURE act changes to IRA planning
3 common required minimum distributions mistakes
The difference between indirect and direct rollovers
How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security.
3 different options for spousal IRA beneficiaries

The decisions you make today can have an impact on your overall retirement plan.

Robert S. Davis

Bob is a Certified Financial Planner, CFP®, who began his financial planning career in 1998. He has actively pursued his education ever since, participating in numerous professional study programs and completing many advanced courses in the financial advisory field. He is President of Financial Compass Corporation.

April 2025