Are you nearing age 70 and own a traditional IRA, 401(k) or other qualified retirement plan?

You will need to start withdrawing money from your plan, as required by law. This requirement is known as the required minimum distribution (RMD).

This session will provide answers to the following questions:

  • When do I have to take RMD and are there any exceptions?
  • How much will I have to take out?
  • How much tax liability will it create?
  • How does it impact my Social Security?

Speaker: Don Walters, Certified Financial Planner, Voya Financial Advisors

 

Date:
Saturday, September 16, 2017
Time:
1:30pm - 3:00pm
Location:
2nd Floor Meeting Room at Central
Location:
Central Library
Categories:
Age: Adults 18+ Only Financial Planning Registration Target Audience: 55+ Target Audience: Adults Target Audience: Families Workshop
Calendar:
Central
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