Log in to Add/Edit events
- This event has passed.
Required Minimum Distribution Seminar
December 5, 2019 @ 2:00 pm - 3:30 pm
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 (833) 967-1164 to reserve your space or RSVP online at www.yoursvp.org (enter code YULCUZ).
The workshop will be taught by Anthony A. Saccaro, ChFC, J.D., Esq., who is a member of the Ed Slott Master Elite IRA Advisor Group.
Log in to Add/Edit events
Past Events
Required Minimum Distribution Seminar
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 […]
Find out more »Agoura Hills, CA 91301 United States
Required Minimum Distribution Seminar
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 […]
Find out more »Agoura Hills, CA 91301 United States
Required Minimum Distribution Seminar
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 […]
Find out more »Nothridge, CA 91325 United States
Required Minimum Distribution Seminar
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 […]
Find out more »Nothridge, CA 91325 United States
Social Security Seminar
This seminar will answer questions such as: - when do I have to take my Social Security? - is it better to wait to collect Social Security until later in life? - how much tax liability will it create? - what Social Security benefits are available to married couples? The seminar is FREE to the […]
Find out more »Woodland Hills, CA 91364 United States
Social Security Seminar
2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]
Find out more »Woodland Hills, CA 91364 United States
Social Security Seminar
2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]
Find out more »Agoura Hills, CA 91301 United States
IRA Seminar
Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Please join Anthony Saccaro, ChFC, J.D., Esq., for a presentation especially for retirees or those retiring soon. You will learn specific strategies […]
Find out more »Burbank, CA 91501 United States
Social Security Seminar
2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]
Find out more »Agoura Hills, CA 91301 United States
IRA Seminar
Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Please join Anthony Saccaro, ChFC, J.D., Esq., for a presentation especially for retirees or those retiring soon. You will learn specific strategies […]
Find out more »Burbank, CA 91501 United States
