News & Media
IRA Summit: Advanced Planning Strategies for Your Retirement
WealthCare Advisors panel will discuss:
- How to reduce taxes during the spending phase of your life, by knowing which account to withdraw from first -- your IRAs, Roth IRAs or taxable accounts
- How to manage your portfolio withdrawals in volatile markets
- Who to name as the beneficiary of your IRA -- a critical decision
- Strategies to maximize your Roth IRA opportunity
- How to give IRA funds to a charity to satisfy RMD (required minimum distribution) requirements but not impact your taxable income
- Plus much more, including a Q&A session