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RMD Workshop

May 12, 2015 @ 6:30 pm - 7:30 pm

FREE
IF 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
Call Nicole at 407-949-5888 

Details

Date:
May 12, 2015
Time:
6:30 pm - 7:30 pm
Cost:
FREE

Venue

Contact Us Today

  • Tel 407.949.5888
  • Fax 407.388.1056

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