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Required Minimum Distribution (RMD) Class

April 4, 2017 @ 2:30 pm - 3:30 pm


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!


In the past you may have been tricked or swayed into attending one of those “Free Dinner” seminars sponsored by brokers and insurance salesmen – don’t be fooled! Get the facts from the true financial educators. We help retirees and those nearing retirement, gain the knowledge necessary so you are empowered and enlightened

Find out… how you can easily avoid the new IRS Tax laws. They can hit you with a 50% tax penalty – the highest ever!  

The IRS is targeting your retirement accounts with something called an RMD. They can be complex and unforgiving. If you don’t follow their rules and laws, or make just one costly error the penalties and taxes can be serious and down-right painful if ignored.

 Get informed. We guarantee the following will be covered in this class:

• How to calculate RMD’s

• How much additional income tax can you expect

• Tax-saving strategies to offset the additional tax

• Asset allocations for RMD’s

• Setting up beneficiaries for maximum tax efficiencyThursday

This presentation is provided as a public service to retirees in the area who want to guard against unexpected IRS fines. This is not a sales seminar, and the Class is Free!

Space is limited! Attendees must RSVP to attend! Call 407-949-5888


April 4, 2017
2:30 pm - 3:30 pm


Contact Us Today

  • Tel 407.949.5888
  • Fax 407.388.1056

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