If you’re approaching 73, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k), 403(b), or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMDs). Suddenly, a portion of your tax-deferred savings will be taxable again, and the impact on your portfolio could be significant if you’re not armed with the right information and the right strategy.
WEBINAR
MARCH 13, 2025
11:45 AM – 1:00 PM
Topics will include:
When do I have to take my RMD – and are there exceptions?
