Maximizing Your IRA - Strategies for Retirees

Days: Thursdays, October 14 - November 18
Time: 10:30 A.M. - Noon
Place: Rose Room
Instructor: Paul W. Sponseller, CFP®

Tuition: $25.00 for enrollment
$5.00 for walk-ins

Since 2001, Tax Law and IRS rule changes have dramatically increased retirees’ options for maximizing their IRA and retirement plans. There are new opportunities for paying lower taxes early to pass future growth to beneficiaries tax free, including new changes in 2010. Expanded beneficiary distribution options allow more tax efficient transfers and the flexibility of paying taxes later. New tax benefits for charitable giving from IRA accounts and important changes for required distributions are part of the changes as well.

Managing IRA accounts for the maximum benefit involves much more than investment decisions. Tax rules are complex and often very “taxing” if mistakes are made. Personally trained by the national IRA expert, Mr. Ed Slott, CPA, Paul is highly knowledgeable about IRA tax law and strategies for maximizing benefits from your IRA.


Paul Sponseller, CFP® has guided hundreds of retirees in the Sun City Center community for the past 13 years toward making the most of their IRA’s. He is a graduate of the College for Financial Planning and is certified by the Board of Standards as a Certified Financial Planner practitioner.

Paul has authored a guide to IRA tax law changes entitled: 20 Great Tax Saving Ideas for Your IRA - Strategies for Retirees and has provided content for Wall Street Journal's Retirement Weekly newsletter on the topic of ROTH-IRA Conversions.