Wright Financial Group, LLC

RMD Workshop

About This Workshop

Discover from David Wright some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today…

  • Changes to RMD tables in 2023 and what that means for your retirement account.
  • The three new sets of RMD rules for 2021, 2022, and 2023.
  • How and when to calculate RMDs.
  • Tax-saving strategies that may offset the additional tax.
  • Asset allocations for RMDs.
  • Opportunities to grow funds in your account.
  • How much additional income tax you could expect.

If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention!

Date

Oct 24 2023
Expired!

Time

2:30 pm - 3:30 pm

More Info

Register Here

Location

Bowling Green Community Center
1245 West Newton Road, Bowling Green, OH 43402

Organizer

Wright Financial Group
Phone
(419) 885-0957
Email
info@wrightfinancialgroup.com
Register Here

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