Ace Tax and Financial
  • About Us
  • Our Services
    • Tax Services
    • Investment Management
    • Insurance Services
  • Request an Appointment
  • Educational Workshops & Events
  • News / Blog
  • Contact
  • Our Services
  • Educational Workshops

Planning For Your Required Minimum Distributions (RMDs)

6/18/2019

0 Comments

 
​What makes age 70 ½ so significant?
We will cover:

​
How much are you required to withdraw…and when
How to calculate your RMDs
How RMDs could impact your taxes on Social Security benefit
New rules that could impact Medicare premium
What are the penalties of not taking your RMDs
How to make the most of your RMDs

Tuesday, June 18, 2019
Two sessions:
  • 10:00 - 11:00 am
  • 7:00 - 8:00 pm
Buffalo Community Center
206 Central Avenue 
Buffalo, MN 55313
763.682.6036


0 Comments

    Sharyl Schultz

    We invite you to attend our educational workshops provided in the metro and outlying areas

    Archives

    June 2019
    May 2019
    March 2019
    October 2018

    Categories

    All

    RSS Feed

​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343


Email:
info@acetaxandfinancial.com​

Office Address:
​
7800 Equitable Drive, Suite 220
Eden Prairie, MN 55344
Ace Tax & Financial BBB Business Review
Disclosures​
  • • Firm Brochure
  • • WRAP fee Program Brochure
  • • Terms of Use
  • • Privacy Policy
  • • BrokerCheck

Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, MN license # 9110. 
 Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC-registered investment advisor. Ace Tax & Financial and Redhawk are not affliated.