Required Minimum Distributions (RMDs) are more than just an IRS requirement—they can have a significant impact on your retirement income, taxes, Social Security benefits, and even Medicare premiums. Yet many retirees don't fully understand how these rules work until they're required to take distributions.

Join us for this complimentary educational workshop as we simplify the rules surrounding RMDs and discuss planning opportunities that may help you make more informed financial decisions.

During this workshop, you'll learn:

• When Required Minimum Distributions begin and how they're calculated
• Common mistakes that can result in unnecessary taxes or IRS penalties
• How RMDs may affect your tax bracket, Social Security taxation, and Medicare premiums
• The advantages of Qualified Charitable Distributions (QCDs) for those who support charitable causes
• Practical strategies to help you make the most of your retirement income

Whether you're already taking RMDs or approaching retirement, this workshop will provide valuable insights to help you better understand your options and avoid costly surprises.

Who should attend?

This workshop is ideal for retirees and individuals approaching retirement who want to better understand Required Minimum Distributions and how they fit into an overall retirement income strategy.

Reserve your complimentary seat today.