At age 70 1/2, it is required by the IRS to start withdrawing funds (and pay taxes) on money from your retirement accounts. There are complex rules and possible costly penalties, if your RMDs aren't taken properly. Jason Carrier will present this workshop and discuss the following: how RMDs are calculated, tax saving strategies to help offset any possible additional tax, asset allocations for RMDs, and how to set up beneficiaries to help create the maximum tax-efficient situation. Please pick one date and time, and call Laura at (860) 399-8202 to RSVP. 

Workshop Dates, Times and Locations

Date: Thursday, October 17th, 2 PM

Location: East Lyme Public Library (East Lyme Room)

39 Society Road, Niantic, CT 06357

Date: Tuesday, October 22nd, 6 PM

Location: East Lyme Community Center (Olive Chendali Room)

41 Society Road, Niantic, CT 06357