Required Minimum Distributions


WHEN
Tuesday, September 25, 2018 from 11:45 AM to 1:00 PM EDT
*Lunch will be served 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
 
CONNECT WITH US
 
Greetings! 

 
If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k), 403(b), or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re not armed with the right information, and the right strategy.
TOPICS WILL INCLUDE:
  • When do I have to take my RMD – and are there exceptions?
  • How much will I have to take out?
  • How much will I have to pay in taxes?
  • How does it impact my Social Security?
  • How does it impact Medicare premiums?
PRESENTERS:
Managing Director,
Wealth Management
Sr. Financial
Planner
We look forward to seeing you there!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900