REQUIRED MINIMUM DISTRIBUTION SEMINAR
Thursday, June 14, 2018 – 2 pm-3:30 pm
Simi Valley Public Library (2969 Tapo Canyon Road, Simi Valley, CA 93063)
If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re not armed with the right information.
This seminar will answer questions such as:
when do I have to take my RMD – and are there exceptions?
how much will I have to take out?
how much tax liability will it create?
how does it impact my Social Security?
The seminar is FREE to the public but seating is limited. Call us today at 844.308.0746 to reserve your space or RSVP online at www.youRSVP.com (enter code WUZTEV).
The workshop will be taught by Anthony A. Saccaro, ChFC, J.D., who is a member of the Ed Slott Master Elite IRA Advisor Group.