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 2022 and what that means for your retirement account.
  • The three new sets of RMD rules for 2020, 2021, and 2022.
  • 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
Nov 03 2022
Expired!
Time
6:30 pm - 7:30 pm
More Info
Read More
Location
Waterville Event Center
1440 Waterville Monclova Road, Suite B, Waterville, OH 43566
Organizer
Wright Financial Group
Phone (419) 885-0957
Email info@wrightfinancialgroup.com