(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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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.

Details

Date:
December 5, 2019
Time:
2:00 pm - 3:30 pm

Organizer

Providence Financial and Insurance Services, Inc.
Phone:
818.887.6443
Email:
info@providencefinancialinc.com
Website:
www.providencefinancialinc.com

Venue

Simi Valley Library
2969 Tapo Canyon Road
Simi Valley, CA 93063 United States
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