what baby boomers need to know about rmdS
UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!
NORRIS UNIVERSITY CENTER, CLASSROOM 101
1999 CAMPUS DRIVE
EVANSTON, IL 60208
DATE AND TIME
TUESDAY, FEBRUARY 26 FROM 6:00 TO 7:00 PM OR
THURSDAY, FEBRUARY 28 FROM 6:00 TO 7:00 PM
Can you afford a 50% tax penalty on your IRA or other retirement accounts after age 70 ½? Don’t let your money go down the drain! Learn how to avoid costly mistakes and pay only the true “minimum”.
If you’re at or near retirement age, you’ll soon have to pay taxes again on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden… unless you know how to protect yourself. Learn simple strategies that could save you thousands!
IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:
· Five (5) questions to ask your current financial advisor or accountant to minimize the impact of RMDs on your retirement plan.
· When do I have to take my distributions – and are there exceptions?
· How much will I have to take out?
· How much tax liability will they create?
· How do the distributions impact my Social Security?
· Is my asset allocation appropriate for RMDs?
· Are my beneficiaries set up for maximum tax efficiency? And MORE!
ABOUT THE PRESENTERS
Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.
I AM INTERESTED IN ATTENDING THIS COMPLIMENTARY EDUCATIONAL WORKSHOP.
SAM MCELROY, PSYD, NSSA
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.
TAD COOK, NSSA
Tad Cook is partner of @financial and @financial Investments, and is instrumental in its management and daily operations. In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firms investment strategies and portfolio management. Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual. Tad is a National Social Security Advisor, certiﬁed by the National Social Security Association, which oversees the certiﬁcation of advisors specializing in Social Security planning. Prior to joining @Financial, Tad spent 23 years in corporate sales and sales management with several consumer product manufacturers, and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments; Retirement Planning; Insurance; College Planning; Business Services; and Estate Planning. Tad is an Evanston native and graduate of Northwestern University.
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@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.