Join Women In Defense for a Personal Finance Workshop with Navy Federal Credit Union Monaye Nelson-Morgan and Sarah Sealey , CFP
Saving for Retirement: IRA Need-To-Knows
Planning for retirement is one of the most important financial decisions you’ll make, and understanding your retirement savings options can help you build a stronger financial future. Join representatives from Navy Federal Investment Services for an informative session designed to help you navigate the complexities of Individual Retirement Accounts (IRAs).
During this presentation, attendees will learn key rules and strategies to maximize the benefits of different IRA types, evaluate the advantages and disadvantages of rollover options, and understand how to effectively manage Required Minimum Distributions (RMDs) and IRA assets during retirement. The discussion will also cover important beneficiary and legacy planning considerations to help ensure your retirement savings align with your long-term financial goals.
Topics include:
- Key rules to help maximize each IRA type
- Pros and cons of various rollover options
- Strategies for managing RMDs and using IRA funds in retirement
- Important legacy and beneficiary planning considerations
- Whether you’re just beginning to save for retirement or looking to optimize your existing retirement strategy, this session will provide practical insights and valuable guidance to help you make informed financial decisions.
Date and time
Thursday, August 6 ยท 4:00 – 6pm PDT
Location
1455 Frazee Road San Diego, CA 92108