Planning with IRAs (LITX71)

Taxes

Planning with IRAs (LITX71)

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss how to help clients build after-tax wealth by talking about the different IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. Discussion Leader: David Peters