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Planning For Your Required Minimum Distributions (RMDs)

6/18/2019

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​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


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    Sharyl Schultz

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​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343


Email:
info@acetaxandfinancial.com​

Office Address:
​7958 Irvine Ave NW

Annandale, MN 55302

Mailing Address:
PO Box 580
​Annandale, MN 55302
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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 HF Advisory Group, Inc., an SEC-registered investment advisor. Ace Tax & Financial and HF Advisory Group are not affiliated.