Savvy IRA Planning for Boomers:
Tax-Saving Strategies to Help You Get More Out of Your IRA

Avoid costly mistakes. Learn how to create a tax-efficient withdrawal
plan and a tax-efficient Roth IRA conversion strategy.

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. Watch our webinar to learn the key issues:

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.

Meet the Presenter

Crystal Oculee

Chief Financial Strategist

Crystal Oculee is a fiduciary wealth manager and a national financial motivational speaker. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine. She is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now.

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