Savvy IRA Planning for Boomers: Save Taxes & Get More Out of your IRA NEW
This is a paid Adult School class. Click here to register.
At this workshop you will learn tax-saving strategies to help you get more out of your IRA.
- 7 strategies for Savvy IRA planning
- Various roll over options for your retirement plan funds
- Recent legislation that made changes to IRA planning
- 3 common required distribution mistakes
- The important difference between indirect and direct rollovers
- How to think about coordinating your IRA planning with your overall retirement, estate, tax and Social Security planning strategy
- Date:
- Wednesday, December 3, 2025
- Time:
- 6:00pm - 8:00pm
- Location:
- Montclair Main - Tower Room
- BCCLS Library:
- Montclair Public Library
- Audience:
- Adults
- Categories:
- Adult School Finances
Montclair Adult School
- adultschool@montclairlibrary.org
- 50 S. Fullerton Ave
Montclair, NJ 07402 - 973-744-0500 x2224
- https://montclairlibrary.org/adult-school