Broker Check
05 Sept
RMD Workshop

Organizer

Kelsey Brady kelsey@woodfinancialgroup.net

Presenter

Kelsey Brady

Description

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.

Date and Time

Thu, Sep 05, 2019

2:00p - 3:00p CST

Location

Mt. Juliet Public Library

2765 N Mt. Juliet Rd
Mt. Juliet, TN 37122
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