Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure you are working with the current and up-to-date information so you can avoid costly mistakes.
As of 2020, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. Make one small error and you, and/or your heirs could be hit with severe penalties. This presentation will help clarify how the new changes impact your retirement, and how to avoid IRS problems.
Make sure your RMD strategy is optimized best for you. Find out what you need to know to avoid the 50% IRS penalty!
This complimentary educational event is provided as a public service and comes with no obligation.
Thursday, March 5, 2020, or Tuesday, March 10, 2020
Brecksville Community Center
1 Community Drive • Brecksville, OH 44141
Reservations are required. Seating is limited and fills quickly.
To reserve your seats, please call (844) 329-7635 (Toll-Free, 24 Hours) or register online: