IRA-RMD PLANNING
Event Actions
Info
UNDERSTANDING YOUR IRA OPPORTUNITIES ~NEW
Things have been changing dramatically, and there are many opportunities to aid in your retirement planning. In this educational presentation, we’ll discuss:
IRA types and contribution limits (catch-up too)
Traditional IRA vs Roth IRA and how to convert
Changes to Retirement Plans for 2026
Savers Credit and tax deduction limits
Withdrawals from Traditional and Roth IRAs
Rollovers and Transfers
Kathleen Flynn, MBA, CLTC® is a Financial Advisor with New York Life Securities and Eagle Strategies. She’s been practicing in the field for over 15 years.