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Tonight we’re going to focus heavily, primarily, on required minimum distributions, what they mean to you, and how to offset the effects of any taxes that they might have. Specifically, you’re going to walk away with several important learning’s. First, is how to calculate your required minimum distributions. Second, when you have to take the RMDs and why. Third, is the effect that they might have on your income. In other words, how much extra income tax you may have to pay because of them. By the way, it also takes into account taxation on your Social Security. Fourth, your beneficiary designations: you’ll learn how to make sure your beneficiaries are set up the right way to maximize tax deferred benefits for your heirs. And, last but not least, the fifth takeaway is to determine how your asset allocation should look as you get close to the age for minimum distributions.

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