Broker Check

Events

September 11, 2019

6:30p - 8:30p

Empower Financial Advisory

RMD & Advanced Estate Planning Workshop

From now through 2034, over 10,000 people a day will be turning 70 1/2 and will be required to start pulling money out of their qualified plans. Learn all the myths and facts of this process and how you can maintain control of your financial planning while you enter this stage of your life. How does this affect your income taxes? How much do I need to pull out? What if I don't need all of the distribution for income? The Roth IRA. Can I directly distribute this required distribution to a charity of my choice? How can I use this distribution to expand my estate? Beneficiary IRA Distributions.

 

September 12, 2019

7:00p - 9:00p

Webinar

RMD & Advanced Estate Planning Webinar

From now through 2034, over 10,000 people a day will be turning 70 1/2 and will be required to start pulling money out of their qualified plans. Learn all the myths and facts of this process and how you can maintain control of your financial planning while you enter this stage of your life. How does this affect your income taxes? How much do I need to pull out? What if I don't need all of the distribution for income? The Roth IRA. Can I directly distribute this required distribution to a charity of my choice? How can I use this distribution to expand my estate? Beneficiary IRA Distributions.

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