Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Certified Financial Group, Inc.

Highlights

Sat, 12 Jul, 2025 at 10:00 am

1.5 hours

1111 Douglas Ave, Altamonte Springs, FL, United States, Florida 32714

Date & Location

Sat, 12 Jul, 2025 at 10:00 am to 11:30 am (EDT)

1111 Douglas Ave, Florida 32714

1111 Douglas Ave, Altamonte Springs, FL 32714-5207, United States

About the event

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Hosted By: Dave Balakrishnan, CFP®, AIF®

Topics discussed will be: what are the new rules regarding RMD’s? What happens to my IRA when I die? How can I minimize taxes on my withdrawals? How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation? 5 “savvy” strategies for getting the most out of your IRA’s and paying the least amount in taxes.

Stay in the loop for updates and never miss a thing. Are you interested?

Yes

Ticket Info

Tickets for Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA can be booked here.

Nearby Hotels

1111 Douglas Ave, Altamonte Springs, FL, United States, Florida 32714

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change. We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

Reserve your spot

Host Details

Certified Financial Group, Inc.

Are you the host? Claim Event

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Sat, 12 Jul, 2025 at 10:00 am