Required Minimum Distributions – In Person Workshop – Thursday, July 29th, 6:30 PM CDT
July 29 @ 6:30 pm - 7:30 pm
About This Workshop
New Tax Laws, a New administration, a New Senate and Congress. Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure you are working with the current and up‑to‑date information so you can help avoid costly mistakes.
As of 2021, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. Make one small error and you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems.