Many people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. A sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is just as important, if not more so.
This presentation will answer questions like, “How much are my withdrawals taxed? When do I need to begin taking withdrawals? How much will I have to take? What happens to my IRA when I die?” And perhaps most importantly, “How can I minimize my taxes so I can spend more of my hard-earned money?”
Date and Time
Thu, May 19, 2022
6:00p - 7:00p EST