HOW TO AVOID THE LARGEST IRS TAX PENALTY

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HOW TO AVOID THE LARGEST IRS TAX PENALTY

September 14, 2019 @ 10:30 am - 11:30 am

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

Details

Date:
September 14, 2019
Time:
10:30 am - 11:30 am
Website:
https://www.yoursvp.org/52edd90d-f561-4f82-b202-9a1b427ce107

Organizer

Lindsey Cotter
Phone:
6159001441
Email:
Lindsey@Risolutions.net

Venue

Lane-Agri Park
315 John Rice Boulevard
Murfreesboro, TN 37129 United States
+ Google Map
Phone:
615-900-1441

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