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RMD Workshop
May 12, 2015 @ 6:30 pm - 7:30 pm
FREEIF YOU’RE APPROACHING 70, THE IRS WANTS YOUR IRA!
WHAT BABY BOOMERS need TO KNOW ABOUT RMD’S
- When do I have to take them – and are there exceptions?
- How much will I have to take out?
- How much tax liability will they create?
- How do they impact my Social Security?
- Is my asset allocation appropriate for RMDs?
- Are my beneficiaries set up for maximum tax efficiency? And MORE!
Reserve your seat today: 800-905-4982
or
or
Call Nicole at 407-949-5888
- Tel 407.949.5888
- Fax 407.388.1056