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How the New SECURE Act Law Will Impact Your Retirement Accounts in 2020

March 10 @ 6:00 pm - 7:00 pm


Recent changes to qualified retirement accounts and IRS-mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial, however, you must make sure you are working with the current and up-to-date information so you can avoid costly mistakes.

If you own a 401(k), IRA, 403(b) or any other retirement account and you are between the ages of 64-72, attend this workshop to gain the knowledge necessary so to empower and enlighten you RMDs. They can be complex and unforgiving. If you don’t follow IRS rules and laws, or make just one costly error, the penalties and taxes can be devastating to your finances.

Get informed. Come learn more about:

Provisions of the new SECURE Act
How to calculate RMD’s
How much additional income tax you can expect
Tax-saving strategies to offset the additional taxes that could result from your RMDs
Asset allocations for RMDs
Setting up beneficiaries for maximum tax efficiency

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 workshop is complimentary!
Space is very limited and seats fill quickly. Attendees must RSVP to attend. Call 407-949-5888 or click HERE to register.


March 10
6:00 pm - 7:00 pm
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  • Tel 407.949.5888
  • Fax 407.388.1056