Hosted by Jason Duffaut, CFP®, CAP®, CPFA®, CExP®, Kenneth Hamilton, CFP®, RICP®, CDFA®, and Matt Donaghue, CFP®, CLU®, RICP®, CLTC®, of Mission Financial Planners, this essential webinar is designed to help retirees, pre-retirees, and anyone with a retirement account make smarter, tax-efficient decisions about their IRAs.

Join our team of experienced financial planners as we guide you through the critical strategies and rules every investor needs to know—especially in light of recent changes under the SECURE Act.

In this session, you’ll learn:

• 7 strategies for maximizing the value of your IRA
• The difference between direct and indirect rollovers—and why it matters
• How to avoid the 3 most common RMD mistakes
• Key updates from the SECURE Act that impact inherited IRAs and RMD timelines
• How to coordinate your IRA with your overall retirement, estate, tax, and Social Security plan
• 6 rollover options for employer retirement plan funds
• The nuances of spousal IRA beneficiary option 

Whether you’re wondering when to take withdrawals, how to reduce taxes, or what happens to your IRA when you pass it on, this workshop will help bring clarity and confidence to your retirement planning process.

This is not just about IRAs—it’s about your bigger financial picture.