Optimizing Your IRA: Strategies to Help You Save Taxes and Get More Out of Your IRA

Unlock the potential of your retirement savings with the “Optimizing Your IRA” workshop. Dive deep into IRA fundamentals, discover strategies for maximizing contributions, explore the benefits of conversions and rollovers, and gain insights into managing Required Minimum Distributions (RMDs). Understand the tax implications of IRA decisions and learn to align your IRA planning with broader financial goals, including Social Security benefits and estate planning. Master the art of securing a prosperous retirement.

Full Description:

Embark on a journey to master your retirement landscape with the “Optimizing Your IRA” workshop. In a world where financial security in retirement is more a personal responsibility than ever, understanding the nuances of your IRA can be the key to a serene and prosperous retirement. This workshop peels back the layers of IRA planning, addressing the most pressing questions and providing strategic insights to help you maximize your savings while minimizing your tax burden.

What to Expect:

  • Deep Dive into IRA Basics: Understand the structure, benefits, and nuances of Traditional and Roth IRAs.
  • Strategic Contributions: Learn how to maximize your contributions and understand the rules that govern them.
  • Conversions and Rollovers: Discover the power of Roth IRA conversions and rollovers, and how they can benefit your financial landscape.
  • Navigating RMDs: Unravel the complexities of Required Minimum Distributions and learn strategies to manage them effectively.
  • Tax Implications: Explore the tax implications of your IRA decisions and learn how to make choices that minimize your tax burden.
  • Holistic Planning: Understand how to coordinate your IRA planning with other aspects of your financial life, including Social Security benefits and estate planning.

Join us at the Lewes Public Library and chart a course towards a financially secure retirement. Arm yourself with the knowledge and strategies to navigate the IRA landscape confidently.

About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.


May 06 2024


10:30 am - 11:30 am


Library Workshop
Lewes Public Library


Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®


Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
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