IRA SUMMIT – Advanced Planning Strategies for Your Retirement

Discover 12 ways to optimize your retirement accounts by minimizing taxes and maximizing it’s value during your lifetime and beyond.

Hosted by: Planning Alternatives

Location: Planning Alternatives
36800 Woodward Ave, Suite 200
Bloomfield Hills, MI 48304

Dates: Wednesday, November 2: 6:00 PM – 7:30 PM  – OR –

Thursday, November 3: 10:00 AM – 11:30 AM

Fee: COMPLIMENTARY

EXPERT PANELISTS INCLUDE:

 kariKari Gocha, JD
Falvay Gocha, P.C.
nicoleNicole Gopoian Wirick, JD, CFP®
Planning Alternatives
 jimJim Niedzinski, AIF®
Planning Alternatives
mikeMike Puckett, CPA, CFE
Puckett, Clement and Schellenberg, P.C.

OUR PANEL WILL DISCUSS:

  • How to reduce taxes during the spending phase of your life, by knowing which account to withdraw from first — your IRAs, Roth IRAs or taxable accounts
  • How to manage your portfolio withdrawals in volatile markets
  • Who to name as the beneficiary of your IRA — a critical decision
  • Strategies to maximize your Roth IRA opportunity
  • How to give IRA funds to a charity to satisfy RMD (required minimum distribution) requirements but not impact your taxable income
  • Plus much more, including a Q&A session

 

REGISTRATION IS CLOSED.

THANK YOU!