Broker Check
14 Sept
What You Don't Know About IRA Distributions Can Hurt You


There are a lot of changes to IRS tax codes, retirement plan rules, and Required Minimum Distribution (RMD) that directly impact your retirement accounts and it’s a challenge to stay current.  If you would like a no non-sense, 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, IRAs, Roth IRAs, and other accounts are taxed and treated by the IRS.  We will also cover how those distributions could affect your Medicare costs and Social Security Benefits.

Date and Time

Tue, Sep 14, 2021

10:00a - 11:00a EST


Lake Advisory Group Classroom

809 CR 466
Suite C103
Lady Lake, FL 32159
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