480.494.2750

Lunch and Learn: Making Sense of RMDs and the SECURE Act Retirement Bill

Event Details

Congress is poised to pass sweeping changes to Retirement Accounts (401k and IRAs) which will affect your Required Minimum Distributions (RMDs), remove age limits on IRA contributions and change the way your Retirement account can be passed to your beneficiaries.

We will discuss:

  • What you need to know about the new SECURE Retirement Bill that changes the start date for RMDs
  • How to calculate your RMD each year
  • Which account do you have to withdraw from to satisfy your RMD
  • How RMDs will impact your Social Security
  • What the potential loss of the “Stretch IRA” means for your family
  • Potential ways to reduce the taxes you owe on your 401k and IRA

Bayntree Wealth Advisors does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation.

Venue

BBB Phoenix Office
1010 E Missouri Ave, Phoenix, AZ 85014

Date

Saturday - June 8th, 2019

Time

12:00 p.m. to 1:00 p.m.

Map

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