securing tomorrow's future today

events: IRA/RMD Planning

financial education
Attend one of our free educational seminars!
At Dan White & Associates, 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, 2022

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!