• How to calculate your required amount and its tax liability • If your benefciaries are set up for maximum tax efciency
• Strategies retirees should consider when they DO NOT NEED their RMDs
• If your asset allocation and withdrawal strategies are appropriate for RMDs • When you have to take your RMDs, and if there are any exceptions
• How they can impact your Social Security
• How new 2018 tax reform might impact you Please arrive 15 minutes early for seating.
Spouses encouraged to attend!