This class will review the IRS regulations associated with IRA/Roth IRA/401k Distributions and Required Minimum Distributions (RMD’s).  We will clarify when you must begin your RMD’s and discuss deadlines and penalties.  You will learn the formula for calculating the annual distribution along with the tax implications.  The 5-year Roth rules will be discussed along with guidelines for inheriting Spousal and Non-Spousal IRA’s.  Converting IRA’s to ROTH IRA’s will be addressed as well.  We’ll review the impact of the new SECURE ACT!  Join us for this educational and enjoyable information packed presentation!

To register for the event, click the link below. Please note that this will take you to the website of Grand Learning where you will need to create an account to register and pay for the event.  Keystone Capital Management Group, LLC and Grand Learning are unaffiliated entities.

Grand Learning Center