Workshops & Seminars
Savvy IRA Planning
You’ve worked hard and saved for retirement. Now what? The decisions you make today can have an impact on your overall retirement plan. This class will cover:
- 7 IRA planning strategies and 6 rollover options
- The new IRA rules following SECURE Act (2019) and SECURE Act 2.0 (2023)
- How to coordinate IRA planning with your overall retirement, estate, tax, Social Security, and financial plans
To register please contact the Santa Fe Community College at 505-428-1676.
| When: | Thursday, May 9, 2024 - 5:30 PM - 8:30 PM |
| Where: | This seminar is online and is offered by the Santa Fe Community College. To register please contact the Santa Fe Community College at 505-428-1676. |
| Host: | Peter Murphy & Silas Peterson |
| Phone: | (505) 795-7910 |