IRA Planning: Tax-Saving Strategies to Get More Out of Your IRA

Adult Enrichment / Money Matters -

Winter/Spring 2025

The decisions you make today can have an impact on your overall retirement plan. Learn the ins and outs of IRA planning including how to avoid common mistakes.

Topics Include:
7 strategies for IRA Planning
6 rollover options for your retirement plan funds
SECURE Act changes to IRA planning
The difference between indirect and direct rollovers
How to coordinate your IRA planning with your overall retirement, estate, tax, and Social Security
3 different options for spousal IRA beneficiaries

Robert S. Davis

Robert S. Davis graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. He is a CERTIFIEDFINANCIALPLANNER™ practitioner holding Series 7, 63, and 66 NASD investment licenses. Valuing the importance of life-long learning, he continues participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. He also teaches several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, he began his financial planning career at Fure Financial Corporation before striking out on his own. He established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of his clients who come from all walks of life.

April 2025