securing tomorrow's future today
events: IRA/RMD Planning
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.