IRA Planning for Baby Boomers

Americans currently hold over $30 trillion in retirement assets. As such, a sound understanding of the rules surrounding these accounts is an absolute must for any serious practitioner. Those who understand the ins and outs of IRA planning are poised to benefit from the wave of Baby Boomers that are, or soon will be, tapping into their retirement assets. Conversely, those without such knowledge risk losing relevance, or worse, making the costly and irrevocable mistakes that can derail clients’ plans.

This session is rated advanced in content.

This session will not be recorded.