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IRA Mistakes to Avoid in 2025 : A Retired CFP's Guide to Protecting Your Retirement Money: What every retiree needs to know now about RMDs, Roths, and Inherited Accounts
IRA Mistakes to Avoid in 2025
A Retired CFP’s Guide to Protecting Your Retirement Money
By Rochelle Berman
One mistake with your IRA could cost you thousands.
Are you sure your retirement plan is built to protect you in 2025?
Are you 60+ and wondering if your IRA truly works for you, or against you?
This short, clear, and practical guide by a retired Certified Financial Planner™ reveals the most common—and costly—mistakes retirees make with their IRAs, and how to avoid them in light of recent tax law changes, including the SECURE Act 2.0.
Whether you’re already retired or just getting close, this book will help
Understand your new Required Minimum Distribution (RMD) age and avoid penalties.
Update your IRA beneficiary forms correctly (before it’s too late)
Take advantage of Roth conversion opportunities while you still can
Avoid inherited IRA traps and the misunderstood 10-year rule.
Get the right advice—from someone who works for you, not their commission.
Includes a practical IRA Toolkit, real client stories, and a planning space to help you take action.
If you’re ready to protect your hard-earned money and simplify your next financial steps, this guide will give you peace of mind—and maybe even save you thousands in taxes.
You don’t need to know everything—just enough to avoid the worst mistakes and make the most innovative moves for your future.
Short enough to read in one sitting. Smart enough to help you sleep better at night.
A Retired CFP’s Guide to Protecting Your Retirement Money
By Rochelle Berman
One mistake with your IRA could cost you thousands.
Are you sure your retirement plan is built to protect you in 2025?
Are you 60+ and wondering if your IRA truly works for you, or against you?
This short, clear, and practical guide by a retired Certified Financial Planner™ reveals the most common—and costly—mistakes retirees make with their IRAs, and how to avoid them in light of recent tax law changes, including the SECURE Act 2.0.
Whether you’re already retired or just getting close, this book will help
Understand your new Required Minimum Distribution (RMD) age and avoid penalties.
Update your IRA beneficiary forms correctly (before it’s too late)
Take advantage of Roth conversion opportunities while you still can
Avoid inherited IRA traps and the misunderstood 10-year rule.
Get the right advice—from someone who works for you, not their commission.
Includes a practical IRA Toolkit, real client stories, and a planning space to help you take action.
If you’re ready to protect your hard-earned money and simplify your next financial steps, this guide will give you peace of mind—and maybe even save you thousands in taxes.
You don’t need to know everything—just enough to avoid the worst mistakes and make the most innovative moves for your future.
Short enough to read in one sitting. Smart enough to help you sleep better at night.
Kindle Edition
Published May 8, 2025
1 person is currently reading
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