Turning 70: Required Minimum Distribution - LIFE 2008
If you're turning 70 in the next year or two, this seminar is for you! Designed for those approaching that magic IRS age. This is on the of the most important ages from a tax standpoint. Learn from a Certified Financial Planner practitioner about how annual Required Minimum Distributions (RMDs) are calculated, how to determine when you must begin taking funds from your tax-deferred retirement savings and understand when it may save you taxes to take it early or delay. We'll discuss taxation of Social Security, how Qualified Charitable Donations (QCDs) work and save you taxes, and more in easy to understand language.
Session 1: Mar 10 - 12th, 2021
Wed and Fri from 10:00 - 11:30 amOnline registration unavailable
For directions, call us at 307-778-1236