Dinner Event: What you need to know about RMDs Taxes and Social Security

Tuesday, Mar 10, 2020

Time: 6:00pm – 7:30pm

Thumbnail Image

What makes the SECURE Act so significant? Depending on when you turn 70 1/2, you may be able
to delay to 72. Federal rules require you to 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, but the new law also eliminated the “stretch IRA.” This could mean Uncle Sam becomes the biggest beneficiary.

You spent decades saving for retirement. 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 how the new tax code may affect you, and how the new SECURE Act should be planned for.

This is an important and timely event and seating is limited for the comfort of our guests. Please join your host, Steven Wise of Beacon Associates, for this informative financial dining event.

Topics Covered

  • How will the SECURE ACT Legislation impact your retirement?

  •  Effects of the new tax bill.

  • How to calculate your RMD amount and the tax liability.

  • If your beneficiaries are set up for maximum tax efficiency.

  • Strategies retirees should consider when they DO NOT NEED their RMDs.

  • If your asset allocation and withdrawal strategies are appropriate for RMDs.

  • When you have to take your RMDs and if there are any exceptions.

  • How they can impact your assets, taxes and Social Security benefits.

Call Today Seating is Limited.

There is no cost or obligation, but reservations are required to attent.

Please Call 419-482-0280 to reserve your seat!

Event Location

Rockwells Lounge
27 Broadway St
Toledo, OH 43605

Event Fees:


Registration is closed for this event.

For more information or questions, please email: