HOW TO MANAGE YOUR REQUIRED MINIMUM DISTRIBUTIONS
Learn the answers to your questions:
- How much will my RMDs be?
- How much additional income tax will I pay?
- Will my RMD create or increase taxes on my Social Security?
- Is my asset allocation appropriate for my RMDs?
- Are my beneficiaries set up for maximum tax efficiency after my death?
Managing Required minimum distributions are far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income plan, the sustainability of your investment portfolio and the amount of taxes you'll pay over your lifetime.
This informative seminar covers the basics of RMDs and how to plan for them effectively.
At this workshop you will learn:
- 3 distribution options to consider to when deciding how to meet your Required Minimum Distributions
- Why you should calculate your RMDs correctly
- How to coordinate distributions with your overall asset allocation
- How to minimize the impact RMDs will have on your taxes
- How to structure your investments to help simplify the management of RMDs
If you're interested in attending this educational seminar, please get in touch with us right away! Space is limited and reservations are required. If you prefer to contact Ann Arbor Rec & Ed to reserve your seat, please call us at (734) 994-2300.
Best regards,
Patrick Shope