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07 Nov
RMD Workshop - Palm Valley Comm Ctr

Description

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!

Date and Time

Thu, Nov 07, 2019

1:00p - 2:00p EST

Location

Palm Valley Community Center, Inc.

148 Canal Blvd.
Ponte Vedra Beach , FL 32082
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PT1H

Event Registration