- This event has passed.
RMDs: Required Minimum Distributions
October 26 @ 9:30 am - 10:30 am
FreeYou are cordially invited to an important class for those who own a 401(K), IRA, 403(B), or any other type of retirement account.
At this educational workshop, you will learn how you can navigate the strict IRS guidelines for Required Minimum Distributions (RMDs).
The IRS requires all retirees to withdraw RMDs from their retirement accounts when they turn a specific age.
They are complex and unforgiving rules. If you don’t follow their rules or make just one costly error, the penalties can be serious and down-right painful if ignored.
During this one-hour course, we will also answer important questions, such as:
- How do you properly calculate your RMDs?
- How much additional income tax can you expect?
- Which tax-saving strategies will help offset any possible additional taxes?
- How do you set up beneficiaries to create maximum tax efficiency?
- What are my asset allocations for RMDs?
Breakfast will be served for those in attendance.
Join us in the Community Room at Maple Street Biscuit Co. off of Gunbarrel Road (near Hamilton Place Mall).
For more information or to register, call (855) 592-6832 or visit www.youRSVP.com & enter code: VUZXEF