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Savvy IRA Planning for Baby Boomers (Videos)

September 11, 2018

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?
  • If I die, what options to my beneficiaries have?  

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.  Click below to listen to this two-part video series that may help  provide answers to these important questions!  

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