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.