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What Baby Boomers Need to Know About Required Minimum Distributions
Wednesday, March 08, 2017, 06:30pm
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Managing your Required Minimum Distributions are far more complicated than most retirees realize. The decisions you make today can have a tremendous impact on your retirement income plan, the sustainability of your investment portfolio and the amount of taxes you’ll pay over your lifetime. In this informative class you’ll learn: Three distribution options to consider when deciding how to meet your RMD’s. Why you should calculate your RMD’s correctly. How to coordinate distributions with your overall asset allocation. How to manage the impact RMD’s will have on your taxes. How to structure your investments to help simplify the management of RMD’s. Presented by Patrick Shope of Shope and Associates, everyone is welcome.

Register at the Adult Service desk or call the library at 734-426-4477.

Patrick A. Shope, CWS® Managing Partner Wealth Advisor


Location lower level