Join us for our 45 minute webinar, "Savvy IRA Planning"!

Financial advisor team, Tori Gutierrez and Alex Sierra, answer these common IRA questions:

1. What is an IRA and what are their contribution limits?
2. What is the difference between a Traditional IRA and a Roth IRA?
3. How are withdrawals from my IRA taxed?
4. When do I need to begin taking withdrawals?
5. How much do I need to take out for RMDs?
6. Also relevant to the current tax environment: “How can I manage my tax liability both now and in the future to ensure my money lasts throughout my retirement?”

We also cover 3 Savvy IRA strategies that could help with managing tax liability from your IRA and passing your IRA down efficiently.

You will receive the zoom information for this webinar once you register.

We look forward to seeing you there!

Didn't make the webinar? You can watch the full webinar HERE!