Free Required Minimum Distributions Workshop

If you own a 401 (k), IRA, 403 (b) or any other retirement account and you are between the ages of 64 - 72 . . . pay close attention!

The IRS requires RMDs from your retirement accounts when you turn 70 1/2 years old. There are complex and unforgiving rules. If you don't follow the rules, or make just one costly error, the penalties can be serious and down-right painful if ignored. 

During this one-hour educational class, you will learn:

• How to calculate RMDs. 
• How much additional income tax you can expect. 
• Tax-saving strategies to offset the additional tax.
• Asset allocations for RMDs.
• Setting up beneficiaries for maximum tax efficiency.                                                                                                                                                                                                                                            Reservations are required and seating is limited. Please call today to RSVP at (860) 339-1116