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If you’re approaching 72, 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.
Webinar
Wednesday, March 6, 2024 from 11:45 AM to 1:00 PM EST
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
& Executive Manager
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We hope you can join us!
Sincerely,
Robert Carpenter
President & CEO
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BWFA is a Fee-Only/Fiduciary Advisor.
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For questions or help registering please contact,
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