Make your retirement happen!
Everyone’s situation is di?erent. It’s not too late for retirees in their 60s when withdrawals are penalty free, RMDs haven’t yet kicked in and disbursements are likely to be taxed at a lower rate because the recipient is no longer working. Join us to learn more!
•How to calculate your required amount and its tax liability
•If your bene?ciaries are set up for maximum tax e?ciency
•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