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20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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Events for December 5, 2019

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2:00 pm

Required Minimum Distribution Seminar

December 5, 2019 @ 2:00 pm - 3:30 pm
Simi Valley Library, 2969 Tapo Canyon Road
Simi Valley, CA 93063 United States
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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 […]

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