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HOW TO AVOID THE LARGEST IRS TAX PENALTY
September 19, 2019 @ 2:00 pm - 3:30 pm
IF YOU OWN A 401(K), IRA, 403(B) OR ANY OTHER RETIREMENT ACCOUNT AND YOU ARE BETWEEN THE AGES OF 64 – 72…PAY CLOSE ATTENTION
In the past, you may have attended a “Free Dinner” seminar, and you may not have been fully informed. We are here to help provide an education to those that may need it most, retirees or those nearing retirement. We help you gain the knowledge necessary so you are empowered and enlightened.
The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are complex and unforgiving rules. If you don’t follow their rules, laws, or make just one costly error, the penalties can be serious and down-right painful if ignored.
GET INFORMED. THE FOLLOWING WILL BE COVERED IN THIS WORKSHOP:
How to calculate RMDs
How much additional income tax can you expect
Tax-saving strategies to help offset any possible additional tax
Asset allocations for RMDs
Setting up beneficiaries to help create maximum tax efficiency