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NEW | Savvy IRA Planning


Adult activities and classes / Money -
Adult - Winter/Spring 2025

The decisions you make today can have an impact on your overall retirement plan. Learn tax-saving strategies to help you get more out of your IRA.
• 7 Strategies for IRA planning
• 6 roll over options for your retirement plan funds
• SECURE act changes to IRA planning
• 3 common required minimum distributions mistakes
• The difference between indirect and direct rollovers
• How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security.
• 3 different options for spousal IRA beneficiaries

Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.

 May 2025 
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AL-C362-WS1

  Robert S. Davis


Educational Service Center/Staff Development Center : TBD
Thursday, May 8
6:30 - 8:30 PM

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Min Age   18 yr.

Price: $ 25 00