Are you in or quickly approaching the time in your life where work is optional? Are your stock options, large retirement plan balances and high tax income tax rates making you realize your situation is more complex than you had anticipated?
Let me help you simplify your retirement plan distribution options and financial planning strategies in this live webinar.
I will discuss:
-Tax implications for plan distributions
-Early withdrawal penalties
-The ABCs of RMDs (Required Minimum Distributions)
-Planning strategies for Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges