EVENTS:

What baby boomers need to know about RMDs

    Seminar Date:

    May 23rd, 2019 at 11:30am

    LOCATION:
    Andiamo Italian Ristorante
    6676 Telegraph Rd, 
    Bloomfield Twp, MI 48301

    Can you afford a 50% tax penalty on your IRA or other retirement accounts after age 701/2? Don’t let your money go down the drain! Learn how to avoid costly mistakes and pay only the true “minimum.”

    If you’re at or near retirement age, you’ll soon have to pay taxes again on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden… unless you know how to protect yourself. Learn simple strategies that could save you thousands and join other proactive, successful retirees who have learned how this seminar is a call to action to educate themselves and improve their future.

    You will learn:

    • 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?