Adult Education - Navigating IRA/ROTH IRA Distributions & RMD's
Description:
Free Event with Refreshments
Seating is Limited
Navigating IRA/ROTH IRA Distributions and RMD’s This class will review the IRS regulations associated with IRA/Roth IRA Distributions and Required Minimum Distributions (RMD). You will learn the formula for calculating the annual distribution and the impact on taxes. The Roth IRA 5-year rule will be reviewed in detail. The distribution deadlines and penalties for not completing the distributions will be provided. Join us in an educational and enjoyable discussion about the strategies involved in converting an IRA account to a Roth IRA.
Event Date:
4/17/2019
Event Time:
9:00 AM - 11:00 AM MST
Location:
Corte Bella Golf Course - Bella Stanza Room 22135 N Mission Drive Sun City West, AZ 85375