Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA

Hosted By: Cetera Investors- Houston Team
Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary®, CLTC®, NSSA®

Learn the rules for…
*Seven strategies for Savvy IRA planning
*Six rollover options for your retirement plan funds
*SECURE Act changes to IRA planning
*Three common RMD distribution mistakes
*The difference between indirect & direct rollovers
*How to coordinate your IRA planning with your overall retirement, estate, tax, education, social security and financial strategies.