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WHAT BABY BOOMERS NEED TO KNOW ABOUT RMDs: understanding required minimum distributions
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!

EVENT LOCATION

THE MALLINCKRODT CENTER
1041A RIDGE ROAD, MESKILL ROOM
WILMETTE, IL 60091

DATE AND TIME

TUESDAY, JULY 10 FROM 6:00 TO 7:00 PM   OR
THURSDAY, JULY 12 FROM 6:00 TO 7:00 PM

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! Learn how to avoid costly mistakes and pay only the true “minimum”.

If you’re at or near retirement age, you’ll soon have to pay taxes again on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden… unless you know how to protect yourself. Learn simple strategies that could save you thousands! 

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN: 

· Five (5) questions to ask your current financial advisor or accountant to minimize the impact of RMDs on your retirement plan.
· 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!

Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.

I am interested in attending this complimentary educational workshop. Please contact me.

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