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IRA and Retirement Plan Success Strategies Webinar

by | Oct 1, 2019 | Events

Wednesday, October 16th 6:30pm CT – Financial Webinar Hosted by Texas DPS Credit Union

In this webinar, you will learn:

  • Seven strategies for IRA planning
  • Six rollover options for your retirement plan funds
  • Three common required minimum distribution (RMD) mistakes
  • The difference between indirect and direct rollovers
  • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
  • The rules for managing and maximizing your 401(k), 403(b), Traditional and ROTH IRAs

About the Presenter

Mark Trice, Financial Consultant at TXDPSCU, is an advocate for accessible and understandable personal financial planning. He believes in realistic and workable financial planning for real people, recognizing that various stages in life can influence financial needs.

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