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RMD Educational Workshop
January 23 @ 2:00 pm - 3:00 pmFree
The IRS requires RMDs from your retirement accounts when you turn 70½ years old. They are complex and unforgiving rules. If you don’t follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.
Get informed. We guarantee the following will be covered in this workshop:
• How to calculate RMDs
• How much additional income tax can you expect
• Tax-saving strategies to offset the additional tax
• Asset allocations for RMDs
• Setting up beneficiaries for maximum tax efficiency