Required Minimum Distribution Workshop


Required Minimum Distribution Workshop

Wednesday, March 20, 2019

6:00p - 7:00p EST

Sinclair Community College Huber Heights campus

Sinclair Community College Huber Heights campus

7301 Shull Rd.
Huber Heights, OH 45424
View on Map Event Website

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

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