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If You’re Approaching 70, The IRA Wants Your IRA

If you’re between age 65 and 70 and own a traditional IRA, 401(k)
or other qualified retirement plan, you’ll soon have to deal
with your required minimum distributions – RMDs.
Suddenly, a portion of your tax-deferred savings will be
taxable again, and the impact on your overall portfolio could
be significant if you’re not armed with all the right
information.

Let an Income Specialist show you “What Baby Boomers
Need to Know about RMDs.” Get the best answers to
important questions:

• When do I have to take them and are there exceptions?
• How much will I have to take out?
• How much tax liability will they create?
• How do they impact my Social Security?
• Is my asset allocation appropriate for RMDs?
• Are my beneficiaries set up for maximum tax efficiency? And MORE!

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