A SPECIAL EDUCATIONAL EVENT FOR THOSE THAT ARE AT OR NEARING RETIREMENT HOW TO AVOID THE LARGEST IRS TAX PENALTY

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 Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are complex and unforgiving rules. If you don’t follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.

GET INFORMED. THE FOLLOWING WILL BE COVERED IN THIS WORKSHOP:

• How to calculate RMDs. 
• Do Roth Conversions make sense for you considering the new tax code? 
• How much additional income tax can you expect? 
• Tax-saving strategies to help offset any possible additional tax. 
• Asset allocations for RMDs. 
• Setting up beneficiaries to help create maximum tax efficiency

Find out...how you can lessen your overall exposure to taxes. Some penalties can be as high as 50%.  Register today!