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Free Workshop in Union: IRA Distributions and Estate Planning
October 17, 2017 @ 1:00 pm - 3:00 pm
Your required minimum distributions (RMDs) will affect your financial health. You need to attend this free class. Nick Maggard, noted Attorney in The Wall Street Journal, Chicago Tribune, & MSN Money, will be your host.
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!
“Your RMD is the minimum amount you must withdraw from your account each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA, or retirement plan account when you reach age 70½. Roth IRAs do not require withdrawals until after the death of the owner” – IRS
What happens once you start using your deferred IRAs is a huge tax penalty. Usually raising your taxes up to 50% of what you’re taking. Learn how to protect yourself.
As a bonus we will also go over tax savings for your 401K accounts as well as 403B accounts.
Education is the key element in preventing unnecessary taxes. Don’t just assume that everything is going to be alright. Make a plan now, before it’s too late. There are ways to protect your money. Sign up here to register for this class.
As a bonus we will be covering these additional topics:
Wills vs Trusts
What happens if you don’t have an estate plan
Tax advantages today for estate plans
Why wills often don’t hold up under law
This class is strictly educational. No Products or Services will be sold here.
What Are Your Estate Planning Questions?
Maggard Elder Law items like health directives, wills, trusts and more can be overwhelming and confusing. Let us know your questions by submitting them through the form below, and we’ll be in touch.