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IRA Planning: Tax-Saving Strategies to Help You Get More Out of Your IRA


Adult Learning / Financial -
Winter/Spring 2025 Adult

The decisions you make today can have an impact on your overall retirement plan. We will cover these items in class.

  • 7 Strategies for IRA planning
  • 6 roll over options for your retirement plan funds
  • SECURE act changes to IRA planning
  • 3 common required minimum distributions mistakes
  • The difference between indirect and direct rollovers
  • How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security.
  • 3 different options for spousal IRA beneficiaries

Robert S. Davis

Robert Davis, CFP®, President
Financial Compass Corporation

Robert Davis is President of Financial Compass Corporation (FCC), a fee-only, Minnesota Registered
Investment Advisory firm.

He graduated from Mankato State University in 1985 with a Bachelor of Science degree in Business. Robert served in the U.S. Peace Corps in Santiago, Dominican Republic from 1986 – 1989 as a Small Enterprise Development volunteer. In 1996, he received his M.S. from Michigan State University.

In 1998, Robert began his financial planning career with an independent financial planning firm. In 2003, he received his Certified Financial Planner ™ designation. He has actively pursued his education ever since, participating in numerous professional study programs and completing numerous advanced courses in the financial advisory field.

Robert holds Series 7, 63, and 66 NASD investment licenses. He is a Certified Financial Planner practitioner, an active member of the Financial Planning Association (FPA), and an active member of the Garret Planning Network, a nationally renowned network of dedicated financial planners, who provide all American’s access to financial planning by offering their services on an hourly basis.

Robert teaches classes in the areas of Social Security Planning, IRA Distribution Planning, Cyber Security, and for young professionals.

 March 2025 
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WS25-2-82-01

  Robert S. Davis


Central Middle School : Room 405
Tuesday, Mar 18
6:30 - 8:30 PM

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Min Age   55 yr.