Asset Protection 101

“Required Minimum Distributions Demystified.” “ RMD’s have been a large source of uncertainty and angst for people as the time approaches when you’re compelled to take one. This workshop will go over in detail what an IRS-imposed RMD (Required Minimum Distribution) is, who has to take it, how it’s calculated and at what age they start. This workshop will also cover how retirement plans/IRA’s are treated in death when passing to spouses, children and anyone else. Due to recent tax law changes, it is important to review your non-spouses beneficiaries and strategies for leaving each person retirement assets. It will also cover creative RMD strategies to avoid taxation on all or a portion of your RMD, and what to expect each year as you get older regarding how much you have to take.