Description
Join us for a class on Retirement: Options and Strategies for IRAs and IRA Rollovers!
You’ve worked hard and saved for retirement. Now what? The decisions you make today can have an impact on your overall retirement plan. We will cover 7 IRA planning strategies and 6 rollover options. The course includes a review of the new IRA rules following SECURE Act (2019) and SECURE Act 2.0 (2023). Learn how to coordinate IRA planning with your overall retirement, estate, tax, Social Security, and financial plans
Date and Time
Thu, May 08, 2025
5:30p - 8:30p MST
Location
Santa Fe Community College
Note
Courses offered through Santa Fe Community College require registration and payment through the college. Follow the registration link below for details.