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(818) 887-6443

info@providencefinancialinc.com

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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Required Minimum Distribution Seminar

May 30 @ 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 855.212.4838 to reserve your space or RSVP online at www.yoursvp.org (enter code FEVJAL).

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.

Details

Date:
May 30
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

Northridge Public Library
9051 Darby Avenue
Nothridge, CA 91325 United States
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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 Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

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 Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map