Join me for a casual Courtside Conversations session focused on IRAs, Roth accounts, rollovers, and Required Minimum Distributions (RMDs).

We’ll cover:

• The difference between Traditional and Roth IRAs
• What to know before rolling over a 401(k)
• When Roth conversions may make sense
• How RMDs work and when they begin

This is a short, practical discussion designed to help you better understand the rules around retirement accounts and taxes.

For specific tax planning advice or services, please consult a qualified tax advisor or CPA.