securing tomorrow's future today

events: IRA/RMD Planning
Strategies

financial education
Attend one of our free educational seminars!

At Daniel A. White & Associates, LLC, we conduct informational seminars throughout the Pennsylvania, Delaware, and Maryland areas. We typically host two or three seminars per week! These events cover a variety of financial and retirement planning topics, and can help educate you on the challenges you could face in retirement. Get advice from the retirement and financial planning expert himself! Check out our upcoming IRA/RMD Planning Strategies Seminars.

IRA/RMD Planning Strategies Seminars
If you have an IRA, 401(k), or any other Qualified Retirement Account, you must begin taking a Required Minimum Distribution (RMD) once you hit the magical age of 72. If you do not begin taking withdrawals from your qualified accounts at this age, you could potentially be hit with tax and IRS penalties.

We focus a whole program on RMD rules and strategies. We will break down the complexity of the rules in easy-to-follow steps, and provide you with the tools you will need to simply and effectively calculate your RMD each year. Did you know that if you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred accounts? Taxes on RMDs can be a major financial burden unless you know how to protect yourself. This event will provide you with valuable insight regarding your planning, as well as simple strategies that could save you thousands of dollars.
upcoming events

september

tue21sep12:00 pmIRA & RMD Planning Strategies for Retirees12:00 pm Rachel Kohl Library

tue21sep5:30 pmRetirement Planning5:30 pm Marshalton Inn

tue21sep5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

thu23sep5:30 pmRetirement Planning5:30 pm The Springhaven Club

tue28sep12:00 pmIRA & RMD Planning Strategies for Retirees12:00 pm Delaware Tech - Dover Campus

tue28sep5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

wed29sep5:30 pmRetirement Planning5:30 pm Marshalton Inn

thu30sep5:30 pmRetirement Planning5:30 pm The Springhaven Club

october

tue05oct5:30 pmRetirement Planning5:30 pm Schaefer's Canal House

tue05oct6:00 pmMedicare & Social Security6:00 pm Embassy Suites - New Amstel Room

wed06oct5:30 pmRetirement Planning5:30 pm Marshalton Inn

wed06oct5:30 pmRetirement Planning5:30 pm The Springhaven Club

tue12oct5:30 pmRetirement Planning5:30 pm Schaefer's Canal House

tue12oct6:00 pmMedicare & Social Security6:00 pm Best Western Plus - Victoria Ballroom

wed13oct5:30 pmRetirement Planning5:30 pm Marshalton Inn

thu14oct5:30 pmRetirement Planning5:30 pm The Springhaven Club

tue19oct5:30 pmRetirement Planning5:30 pm Brandywine Prime

wed20oct5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

thu21oct5:30 pmRetirement Planning5:30 pm Metro Pub & Grill

wed27oct5:30 pmRetirement Planning5:30 pm Metro Pub & Grill

thu28oct5:30 pmRetirement Planning5:30 pm Brandywine Prime

thu28oct5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

november

No Events

covid-19 update

We want to let you know we’re keeping things clean and being cautious.

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

Send us a message and receive a complimentary follow-up call from one of our team members!
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