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Required Minimum Distributions

Required Minimum Distributions

Tuesday, April 30, 2019

6:30p - 8:00p 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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