WEBINAR
Savvy IRA Planning for Boomers:
Tax-Saving Strategies to Help You Get More Out of Your IRA
Crystal Oculee
Chief Financial Strategiest
Certified Tax Specialist®
Certified Income Specialist®
Certified Estate and Trust Specialist®
Certified Fund Specialist®
Certified National Social Security Advisor®
WEBINAR
Savvy IRA Planning for Boomers:
Tax-Saving Strategies to Help You Get More Out of Your IRA
A sound distribution strategy (a plan for taking money out of your retirement accounts) is just as important, if not more so, than saving.
One of the problems in IRA planning is that the tax rate on your future distributions is unknown. With high national debt, unbalanced budget, and fiscal troubles for many programs like Social Security and Medicare, tax rates could go up across the board. In this webinar, you will learn...
- 7 strategies for Savvy IRA planning
- 6 roll over options for your retirement plan funds
- How do the new tax laws impact you and your IRA accounts?
- 3 common mistakes many make on their required minimum distribution
- Tips to minimize taxes on your retirement assets
- The difference between indirect and direct rollovers
- How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
- What type of IRA is right for you?
- When do you need to take withdrawals, and how much do you have to take?
- How are your IRA withdrawals taxed?
Your assets may have to last you 20-30 years, or even longer. Getting money into your retirement accounts is only the first half of the story. Coming up with an efficient way of taking those funds out, and avoiding costly mistakes, is the other half. This is far easier said than done.
About Your Presenter Crystal Oculee
- Certified Tax Specialist®
- Certified Income Specialist®
- Certified National Social Security Advisor®
- Certified Estate and Trust Specialist®
- Certified Fund Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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