Savvy IRA Planning for Boomers: Strategies to Help Save You Taxes and Get More Out of Your IRA

You know, years ago life was simpler in many ways and retirement was really no different. Many people went to work and then, when they retired, they collected a pension and Social Security benefits. There wasn’t as much needed in the way of planning and people weren’t all that concerned about running out of money since both their pensions and their Social Security benefits were generally guaranteed. For most people, that, along with whatever else they had managed to save along the way was enough.

Today, though, things are different. Companies and other organizations have abandoned pensions in mass numbers and instead, have turned to 401(k)s and similar plans, shifting many of the risks they once shouldered onto the backs of employees and their families. Retirees are now responsible for making more of the critical decisions that will determine how successful they are in retirement. That includes keeping up with changes to the law (that happen all the time).
The bottom line to all of this, though, is that today, more than ever, when it comes to your retirement, you’re on your own - which is why we’re hosting a webinar Savvy IRA Planning for Boomers: Strategies to Help Save You Taxes and Get More Out of Your IRA on Thursday, May 12th at 6:00 pm EDT. We want to set you up for success in any way we can.

Meet Al Devji, the Host of Savvy IRA Planning for Boomers: Strategies to Help Save You Taxes and Get More Out of Your IRA

As an independent financial professional, Al Devji works with successful business owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.

We help successful business owners and Physicians accumulate wealth and drastically reduce income taxes by applying advanced planning strategies not available to most business owners.

Hosted by:

Devji Wealth Management

A lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. The reality is that a sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is just as important, if not more so.
When it comes to your IRAs and other retirement accounts, you probably have a lot of questions like, “How much are my withdrawals taxed? When do I need to begin taking withdrawals? How much will I have to take? What happens to my IRA when I die?” And perhaps most importantly, “How can I minimize my taxes so I can spend more of my hard-earned money?”
We’re discussing these questions and more during our webinar Savvy IRA Planning for Boomers: Strategies to Help Save You Taxes and Get More Out of Your IRA on Thursday, May 12th at 6:00 pm EDT. After the webinar, we’re offering a complimentary one-hour session to discuss your unique situation, you won’t want to miss this!