Questions & Answers

This is a private Q & A forum for members of Savvy IRA Planning for Boomers.

On this Q & A forum, members post their trickiest questions relating to IRA planning strategies. Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, and our team, generally answer each question within 72 hours. As a Savvy IRA Planning member, you can search an archive of past questions on key topics including alternative investments, distributions, estate planning, conversions, rollovers, Roth IRAs, Social Security and IRAs, taxation of IRAs, and more.

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