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X-ORIGINAL-URL:https://elevate-wealth.com
X-WR-CALDESC:Events for 
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DTSTART:20260308T070000
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DTSTART;TZID=America/New_York:20260721T120000
DTEND;TZID=America/New_York:20260721T130000
DTSTAMP:20260416T141942
CREATED:20251216T221124Z
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UID:2356-1784635200-1784638800@elevate-wealth.com
SUMMARY:Smart IRA Strategies for Retirement
DESCRIPTION:Speaker: Clarke Holt\, Wealth Adviser \nIn this retirement planning webinar led by Clarke Holt\, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important. The discussion covers the most common IRA questions\, including when required minimum distributions (RMDs) begin\, how they’re calculated\, and the costly mistakes to avoid. It also explains how IRA withdrawals are taxed\, how they can impact Social Security and Medicare premiums\, and why tax rates are an important part of long-term planning. Viewers will also learn strategies such as coordinating investments across account types\, using direct rollovers to avoid unnecessary taxes and penalties\, and evaluating when Roth conversions may help reduce future tax risk. The session wraps with practical takeaways and guidance on how to coordinate IRA planning with a broader retirement and estate plan so money can last longer—and work more efficiently for the years ahead. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/smart-ira-strategies-for-retirement/
CATEGORIES:Webinars
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