Roadmap to Retirement: Top IRA Planning Mistakes to Avoid

Date: 9/6/2023 11:00 AM CDT

Host: Jon Hokin

Guest Speaker: Doug Orton

Duration: 45 minutes

Teleconference Number:1-646-558-8656

Teleconference Code:895 224 760 55

Join with computer audio or by phone.

Description: We will discuss commonly made IRA planning mistakes put clients’ retirement plans in jeopardy and threaten client/advisor relationships. This seminar can help your clients avoid these common mistakes so that they can make the most of their IRA savings. We’ll focus on problem areas, including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues. Read More