LUNCH & LEARN: RMD Planning for Retirement Success

This in-depth lunch seminar will help you maximize your RMDs and avoid costly mistakes.

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  • Learn how to time your RMDs to maximize account growth.
  • Plan for your beneficiary to get the most out of their inherited account.
  • Explore common RMD mistakes and how to avoid them.
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Planning Your Required Minimum Distributions for Asset Growth and Tax Reduction

Beginning at age 70 1/2, you are required to take yearly withdrawals from your retirement accounts. With proper planning, these required minimum distributions can be a key component of a successful retirement. At this in-depth lunch seminar, you’ll learn:

  1. The what, when, and how much of RMDs
  2. Common RMD mistakes and how to avoid them
  3. How to turn your retirement account into a lifetime of income for your heirs


Reservations

This event is fully booked.

Date / Time
Date(s) - Wednesday, June 26, 2019
12:30 pm - 1:30 pm

 
Location
Cowen Tax Advisory Group
433 S Main St #310
West Hartford, CT, 06110


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