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RMD Educational Workshop

January 28 @ 2:00 pm - 3:00 pm

Free

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

Details

Date:
January 28
Time:
2:00 pm - 3:00 pm
Cost:
Free
Website:
https://www.yoursvp.org/c6d679a3-4d64-4dd2-93c6-95ac0c96837d

Organizer

Wright Financial Group, ,LLC
Phone:
(419) 885-0957

Venue

Monroe Center for Healthy Aging
15275 S Dixie Hwy
Monroe, MI 48161 United States
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