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