Instructor
Mary Read
Instructor
Money accumulated in IRAs, 401(k) Plans and other qualified accounts will all be taxable when distributed during life or at death. Most clients are unaware of ways to reduce the tax bill on the distributions. This session will explore ways to reduce taxes, eliminate Required Minimum Distributions, reduce market risk and put control of when and how to use the money back in your clients’ hands.
Gain an understanding of pros and cons and tax consequences of distribution options