What baby boomers need to know about RMDs

    Seminar Date:

    January 23rd, 2019 at 11:30am

    LOCATION:
    Franklin Grill
    32760 Franklin Rd.
    Franklin, MI 48025

    You will learn:

    • When do I have to take my distributions – and are there exceptions?
    • When do I have to take my distributions – and are there exceptions?
    • How much will I have to take out?
    • How much tax liability will they create?
    • How do the distributions impact my Social Security*?
    • Is my asset allocation appropriate for RMDs?
    • Are my beneficiaries set up for maximum tax efficiency?