Learn about the new tax bill and their effect on Social Security & RMDS

Learn about the new tax bill and their effect on Social Security & RMDS
. Please Note --> This is a Past Event!! .

Date: 3/15/2018
Time: 11:30 AM

Logans Roadhouse
7135 Eastman Ave
Midland, MI 48642


Phone:
989-692-2200


Event Description:

• 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




Directions:



REGISTER
EVENT SPONSORS
LINKS