Lunch and Learn: Making Sense of Required Minimum Distributions (RMDs)

Event Details

If you own a traditional IRA, 401(k) or other qualified retirement plan, you’ll have to deal with Required Minimum Distributions (RMDs) once you turn 70 1/2 which may impact your overall portfolio.

We will discuss:

  • Which distributions do you take first?
  • How much do you have to take out?
  • How much tax liability will your distributions create?
  • How will RMDs impact your Social Security?
  • What investment strategies and asset allocations should you consider?
  • How can you reduce your RMDs in the future?

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

Bayntree Wealth Advisors
6720 N. Scottsdale Rd., Ste. 340, Scottsdale, AZ 85253

Date

Tuesday - May 17th, 2016

Time

12:00 p.m.

Map

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