Webinar: Savvy IRA Planning: Tax-Saving Strategies To Help You Get More Out of Your IRA by Del-Sette Capital Management LLC

on-demand webinar

About this Webinar

Baby Boomers are asking...

What type of retirement account is right for me?
Can I still contribute to a retirement account and if so, how much?
When do I need to take withdrawals and how much do I have to take?
How are my IRA withdrawals taxed?
How does my IRA fit into my overall plan?
What happens to my IRA when I die?
How can I minimize taxes so I can spend more of my hard-earned money?

At this webinar you will learn:
7 strategies for Savvy IRA planning
6 rollover options for your retirement plan funds
SECURE Act changes to IRA planning
3 common required minimum distribution mistakes
The difference between indirect and direct rollovers
How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security and financial plans
3 different options for spousal IRA beneficiaries

The decisions you make today can have an impact on your overall retirement plan!

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Del-Sette Capital Management, LLC (“Del-Sette”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Del-Sette and its representatives are properly licensed or exempt from licensure.
For additional information, please visit our website at www.HappinessInRetirement.com.

Presenters

Bill Del-Sette CFP®

Hello, my name is Bill Del-Sette, and I am the owner of Del-Sette Capital Management. I graduated from the University at Albany with dual Bachelor of Science degrees in accounting and economics, and passed all four parts of the uniform CPA exam that same year, a feat accomplished by only one in ten exam takers. After working in public accounting, I found that I needed more personal interaction, so I answered an ad to work as a financial advisor for a large company. After five years I decided to become an independent, business owning advisor, serving in the interest of my clients. I took and passed the CERTIFIED FINANCIAL PLANNER® exam in 2004 (learn more about the CFP® designation) and became a dual professional in the fields of financial planning and individual taxation. In May of 2011, I decided to focus my practice on all aspects of retirement planning, from long-term care insurance, retirement related tax planning, and managing retirement investments. I try to live my life based on the principles found in Stephen Covey's book “The Seven Habits of Highly Effective People”. I enjoy nature, food and personal development, but my primary passion outside of work is photography (and some of my photos can be found here, on Flickr). In my free time I can be found walking the dogs, or on a mountain honing my image making skills.

Brent Smith, CFP®

Brent is a Certified Financial Planner® who graduated from the Bryant University CFP® Program. He has been in the financial services industry for 8 years. Brent grew up locally, in Delmar. He graduated from SUNY Buffalo in 2011 with a Bachelor of Business Administration and focus in finance. Brent specializes in retirement planning, wealth management, tax planning, and estate planning for individuals, business owners and corporate executives.

Glen Allen CFP®

Glen is a Certified Financial Planner® and a Siena College graduate. A lifelong resident of the Capital District, he resides in Rotterdam Junction with his wife Fran. Glen specializes in investment planning and retirement planning. He will be using his nearly 20 years of industry experience to assist our team in various capacities. Glen enjoys sports and friends and family. He is an active member of his local faith community, and has done volunteer work for the Schenectady City Mission.