01 March
Understanding RMDs: One-on-One Session

Organizer

Tricia Tobias-Homan tricia@wendelretirementplanning.com

Presenter

Jeff Wendel, CEO, Fiduciary Advisor

Description

Understanding Required Minimum Distributions

What Baby Boomers Need to Know about RMDs

Can you afford a 50% tax penalty on your IRA or other retirement accounts after age 70 ½? Don’t let your money go down the drain! Let an Income Specialist show you how to avoid costly mistakes.

These appointments fill fast, so schedule a FREE appointment Today!

In This One-Hour Workshop, You Will Learn:

  • When do I have to take my distributions - and are there exceptions?
  • How much will I have to take out?
  • How much tax liability will they create?
  • How do the distributions impact my Social Security?
  • Is my asset allocation appropriate for RMDs?
  • Are my beneficiaries set up for maximum tax efficiency? And MORE!

Date and Time

March 1, 2018

8:00a - 5:00p EST

Location

Wendel Retirement Planning Home Office

114 N. Wayne St.
Ft. Recovery, OH 45846
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