Calendar

Understanding Required Minimum Distributions (Johns Creek)

Planning for retirement with a pre-tax savings account is one of the wisest financial decisions you can make. But as retirement approaches you’ll need to understand how your savings will be taxed and when you are required to take withdrawals. If you are approaching the age of 70 and you have a 401(k), 403(b), Traditional IRA, Simple IRA or a SEP IRA, this workshop has been designed for you. In our workshop, Understanding Required Minimum Distributions, we will discuss how retirement savings are taxed, and answer questions such as:

  • When and how to take your Required Minimum Distribution (RMD)
  • How your RMD is calculated, and the penalties if you miss it
  • Whether your beneficiaries will receive maximum tax efficiency from your investments

Understanding Required Minimum Distributions is perfect for those who are approaching the age of 70, or simply want to plan for this stage of life.

Check back soon to register!

Event location
Johns Creek Branch
6700 McGinnis Ferry Road, NE
Johns Creek, GA 30097

Event date: 8/13/2019 9:00 AM