LUNCH & LEARN: RMD Planning for Retirement Success

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

  • 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.
  • 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) - Tuesday, June 25, 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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