Coffee Chat: Managing Taxes in Retirement & Planning for Required Medium Distribution

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Planning for Required Minimum Distributions will examine the steps individuals need to take to properly plan for their Required Minimum Distributions and avoid the many pitfalls retirees face when they must take their assets out of their retirement accounts.

Coffee Chat will be covering:

• Tax Withholding.
• Medicare Premiums.
• Distribution Planning.
• Minimizing Your Lifetime Tax Liability.
• Appropriate Long-Term Tax Planning.

Taught by Robert Jeter, CFP®, CRPC®

Enjoy complimentary coffee during the program.