Learn what you need to know about RMDs, the new tax bill and their effect on Social Security
Please join Steven Wise for this informative financial workshop. What makes age 70 1/2 so significant? Starting within a year of turning age 70 1/2, you must begin taking withdrawals from your tax-deferred retirement accounts, including traditional IRAs and your 401(k).These are known as Required Minimum Distributions, or RMDs.
If you’re at or near retirement age, you’ll soon have to pay taxes on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden…unless you know how to protect yourself. Learn Simple Strategies that could save you thousands, and the new tax code and how it may affect you!
At this event we will also show you a new tool
for tracking your financial portfolio through Beacon that will give you timely communication
when it’s needed the most. This is a free tool from Beacon & Associates for our esteemed clients.
Workshop will be held at the Beacon Associates Office on January 29th, 10:30 AM or January 31st, 10:30 AM, Light lunch will be served.
Please call 419-482-0280 for more details or to reserve your set