NEW | Savvy IRA Planning
The decisions you make today can have an impact on your overall retirement plan. Learn tax-saving strategies to help you get more out of your IRA.
• 7 Strategies for IRA planning
• 6 roll over options for your retirement plan funds
• SECURE act changes to IRA planning
• 3 common required minimum distributions mistakes
• The difference between indirect and direct rollovers
• How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security.
• 3 different options for spousal IRA beneficiaries
Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.
Robert S. Davis
Instructor
Robert Davis is a Certified Financial Planner and President of Financial Compass Corporation (FCC), a fee-only Minnesota Registered Investment Advisory firm. Married with two kids, he is an active volunteer in his community and serves in various leadership roles with those volunteer groups.
AL-B326-F1
Online registration is overInstructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Wed, Dec 10th 2025 | 6:30 - 8:30 PM | Educational Service Center/Staff Development Center |