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(818) 887-6443

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6320 Canoga Avenue, Suite 600

Woodland Hills, CA 91367

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Required Minimum Distribution Seminar

Simi Valley Public Library 2969 Tapo Canyon Road, Simi Valley

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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