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Required Minimum Distributions

Required Minimum Distributions

Thursday, April 25, 2019

2:00p - 3:30p CST

North Iowa Area Community College

North Iowa Area Community College

McAllister Hall - Room 203 500 College Drive
Mason City, IA 50401
View on Map Website


Johnson Wealth and Income Management


Matthew P Johnson

The IRS requires RMD's from your retirement accounts when you turn 70 1/2 years old. They are complex and unforgiving rules. If you don't follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored. The following will be covered in this workshop: -How to calculate RMD's -Do Roth Conversions make sense for you considering the new tax code? -How much additional income tax can you expect. -Tax-saving strategies to help offset any possible additional tax. -Asset allocations for RMDs. -Setting up beneficiaries to help create maximum tax efficiency. Get informed! This presentation is provided as a public service to retirees or those nearing retirement in the area who want help to lessen potential taxes they may face in retirement. This is not a sales seminar and the Workshop is Free and no obligation.

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