Required Minimum Distribution Workshop
Tuesday, March 19, 2019
2:00p - 3:00p EST
Sinclair Community College Huber Heights campus
Organizer:Wendel Retirement Planning customerservice@wendelretirementplanning
Presenter:Jeff Wendel, CEO
The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you tun 70 & 1/2 years old. They are complex and unforgiving rules. If you don't follow their rules and laws, or make just one costly error, the penalties can be serious and down-right painful if ignored.
GET INFORMED. The following WILL be covered in this workshop:
- How to calculate RMDs.
- How much additional income tax can you expect.
- Tax-saving strategies to help offset any possible additional taxes.
- Asset allocations for RMDs
- Setting up beneficiaries to help create maximum tax efficiency.
This workshop is provided as a public service to retirees or those nearing retirement in the area who want help to lessen potential taxes that they may face in retirement. This is not a sales seminar and the workshop is free with no obligation.
Register by phone at: (833) 440-0495
Or Register Online at: www.yoursvp.com and enter code: TEGPUW