Broker Check


We believe in educating the public about financial matters, keeping our clients up to date, and having fun! Join us for one of our events by registering below. 

December 17, 2019

2:00p - 3:00p

Volunteer State Community College - Rochelle Center

RMD Workshop

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