Learn About the New Tax Law, Secure Retirement Act and Their Effect on RMDs, IRA s and 401(k)s

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Jensen's Food & Cocktails
3840 Rahn Road - Eagan, Minnesota 55122

What makes age 72 so significant? Starting within a year of turning age 72, federal rules require you to begin taking withdrawals from your tax-deferred retirement accounts, including traditional IRAs and your 401(k). These are known as Required Minimum Distributions or RMDs.

You spent decades saving for retirement. If you’re at or near retirement age, you’ll soon have to pay taxes on your IRAs and other tax-deferred savings accounts. Taxes on RMDs have the potential to be a financial burden…unless you know how to protect yourself. Learn simple strategies that could save you thousands and how the 2020 tax code may affect you!

This is an important and timely event, and seating is limited for the comfort of our guests. Please join your host, Larry Kallevig of Haven Financial Group LLC, for this informative financial dining event.

  • How will the SECURE Act Legislation impact your retirement?
  • Effects of the new tax bill.
  • How to calculate your RMD amount and the tax liability.
  • If your beneficiaries are set up for maximum tax-efficiency.
  • What strategies retirees can consider when they do not need their RMDs.
  • Asset allocation and withdrawal strategies for RMDs.
  • When you have to take your RMDs and if there are any exceptions.
  • How they can impact your assets, taxes and Social Security benefits.
  • How they can impact your assets, taxes and Social Security benefits.

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