IRA and 401k RMD Planning to ProtectYour Retirement Assets

Описание к видео IRA and 401k RMD Planning to ProtectYour Retirement Assets

Learn how to preserve your retirement savings with effective tax and income planning for your RMDs

Topics:

Essential RMD tax and income planning considerations
Learn the most recent and upcoming RMD rule changes
Preservation strategies during life and after death
Speakers:

Christian Cordoba, CFP®
Nancy Gragg, Certified Wealth Strategist

Torrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).

Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.

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