IRA Planning Workshop by SIS Financial Group

Fees/Admission

Attend A Free Workshop

IRA Planning Workshop Reservation

Join Cynthia Pruemm for an informative IRA Planning Workshop designed to help you make the most of your retirement savings. Guests are encouraged to bring a friend!

• Contributing to Traditional and Roth IRAs
• Direct and indirect rollovers
• How retirement accounts are taxed
• Calculating your Required Minimum Distribution (RMD)
• Roth IRA conversions