How To Postpone Required Minimum Distributions

August 10, 2017 12:00 PM

“How To Postpone Required Minimum Distributions ” is a free Senior Connection Speakers Bureau presentation to occur Thursday, August 10, beginning at Noon at Las Fuentes Resort Village, 1035 Scott Drive in Prescott.

Presenter Gene Zilliox*, MassMutual Financial Group, will show you how to take advantage of recent IRS rule changes which allow you to postpone taking a portion of your RMDs until age 85 (and thus postpone paying taxes). He will explain: What are RMDs & how are they calculated; Why the IRS and Treasury Department recently modified the rules and the impact this will have; What happens when you turn 85 (or younger) and start to take the RMDs which you had postponed. Attendees will receive an IRS worksheet used to calculate RMDs

RSVPs appreciated to Debbie@SeniorConnection.us or (928) 778-3747. For a complete schedule of upcoming presentations, visit www.SeniorConnection.us/speakersbureau.html

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