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Upcoming IRA Changes: How You Can Prepare (Presented By: Craig Ferrantino, CWS®, CFF®)

October 27 @ 9:00 am - 9:30 am EDT

There are some BIG possible changes on the horizon that can impact your IRAs.

Be proactive and learn more about these possible changes, how they may impact you, and what action you may want to take before the end of 2021!

In this webinar we will review:

What’s going on with IRAs?
Why do lawmakers want to change IRA regulations?
Will these changes go through?
Will the proposal ban Roth Conversions?
Who can still make Roth Conversions?
What assets can be held in an IRA?
What does this mean for your retirement?
How can you prepare for these changes?

Please feel free to email jenna@craigjamesfinancial.com with any questions or concerns in advance of the webinar.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Details

Date:
October 27
Time:
9:00 am - 9:30 am EDT
Event Categories:
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