WEBINAR: Required Minimum Distributions

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.
Wednesday, March 6, 2024 from 11:45 AM to 1:00 PM EST
  • 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?

Managing Director,  Wealth Management
& Executive Manager
Senior Financial Planner
We hope you can join us!

Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
View and signup for Upcoming Webinars at the link below.