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181 East Main Street, Suite 7 Hendersonville, TN
545 N. Mt. Juliet Road, Mt. Juliet, TN

615-826-5749

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Events

Whether it’s keeping up with trends or discussing some other topic, our company is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please click "register" to be added to our guest list. Or give us a call, we'd be happy to share more details.

 

Required Minimum Distribution Workshop

February 21 - February 26, 2019 2:00p - 4:00p Central Standard Time

FiftyForward Donelson Station

At 70 1/2 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

 

Required Minimum Distribution Workshop

February 26, 2019 2:00p - 4:00p Central Standard Time

FiftyForward Donelson Station

At 70 1/2 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Event Registration



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