Required Minimum Distributions

If you own a traditional IRA, 401(k), or any other qualified retirement plan and you’re approaching 70, you will soon have to start taking your Required Minimum Distribution (RMD). The rules can be complex, especially with beneficiary distributions, miscalculations, or missed RMD obligations. A portion of your tax-deferred savings may be taxable again and the impact this have on your portfolio could be significant if you’re not prepared with the right information.

This complimentary workshop will answer your questions and give you the information you need to be prepared for this next stage in your life. Part of what you will learn will be:

  • What an RMD is and why it’s mandatory
  • If you can avoid taking your RMDs
  • How to calculate your RMDs
  • How RMDs impact estate taxes
  • What to do with the additional funds as a result of the withdrawal and more

Upcoming Workshops

Location:

9035 E. Mountain View Road
Scottsdale, AZ 85258

Date & Time:

  • Saturday, July 22, 2017 10:30 am
  • Saturday, September 23, 2017 10:30 am
Grand Canyon Planning Associates

9035 E. Mountain View Road
Scottsdale, AZ 85258

Get Directions

Register for the Workshop

For attending this workshop, you’ll receive a complimentary Retirement Plan Assessment. Register today.

  • This field is for validation purposes and should be left unchanged.