Learn about Requirement Minimum Distributions.
One Step Ahead
About The Workshops
Our workshops are created with passion for helping our clients achieve their financial goals. Whether you want to learn about retirement planning or income tax minimizing strategies, we have the workshop for you. Learn about our upcoming workshop.
Tuesday, September 30 @ 6:30 pM
KCI Expo Center
Required Minimum Distribution
Required minimum distributions (RMD’s) are annual withdrawals you are usually required to start taking from your traditional IRAs and 401(K)’s, once you reach age 72. Did you know that the IRS can pose penalties if you don’t take your RMD’s in the right amounts, from the right accounts and at the right times?
Whether you’re already retired or just planning for retirement, learn how to calculate your RMD and ways to reduce what you have to take out.
With over 30 years of experience
About the Host
Mark Falter is a Registered Investment Advisor. His financial services career began over 30 years ago. He takes a great pride in his ability to help clients build solid financial solutions to common problems, and through his conservative approach has helped many retirees safeguard their investments and experience financial freedom.