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26 May
IRA/RMD Workshop (Click Here)

Description

May 24 (10-11 am) and May 26 (2-3 pm)
With all of the changes to the tax codes, retirement plan rules, and RMD (required minimum distribution) with regards to your retirement accounts, it’s hard to keep track of what the current rules are. If you would like a concise review of the current rules and regulations and how they may affect you, this is the workshop for you. We will cover how distributions from retirement accounts like 401(k)’s, 403(b)’s, IRA’s, Roth IRA’s, and other accounts are taxed and treated by the IRS. We will also cover how those distributions could impact your Medicare costs and Social Security Benefits.

Date and Time

Thu, May 26, 2022

2:00p - 3:00p EST

Location

Lady Lake Public Library

225 W. Guava Street
Suite 100
Lady Lake , FL 32159

Note

Please call our office 325-350-2008 to register.

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