Matthew Johnson President and Owner of Johnson Wealth and Income Management will be presenting a workshop in Clear Lake, IA on March 17th at 2:00 pm The topic will be on RMD's and will be at the Lakeview Community Center (10 N. Lake View Dr.)
There is limited space so you will need to register ahead of time! Please visit www.youRSVP.com and use the code ZUZBUG to register.
Topics We'll Cover Include
- What is an RMD, and why are millions of Americans caught off guard?
- Strategies for dealing with New Capital Gains Tax Rates.
- Income Strategies in today’s low interest rate environment.
- Inflation is on the rise - What are the long-term effects of your dollar buying less?
- How to help calculate your RMDs considering the new law.
- How the age change and the timing for RMD withdrawals could affect you.
- Whether Roth conversions make sense considering the latest changes.
- Tax-Saving Strategies under the new administration.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.
RMD Workshop
Date and Time
Thursday Mar 17, 2022
2:00 PM - 3:00 PM CDT
March 17th at 2:00 pm
Location
Lake View Community Center
10 N. Lake View Dr.
Clear Lake
Fees/Admission
No fees, but please RSVP.
Website
Contact Information
Abbie Wells
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