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Maximizing RMDs

By Lisa Bamburg, Investment Advisor Representative

Lisa Blog

If you have a qualified retirement account (IRA, 401-k, 403(b), SEP IRA, SIMPLE IRA, etc), you can allow the funds to grow untouched until you are 70.5 years old. At that point, the federal government requires you to withdraw each year. is annual withdrawal is called a Required Minimum Distribution or RMD. The first year’s normal distribution is 4 – 4.5%. The withdrawal amount increases with age.

Client Spotlight:  The Warners

Warner Blog

It was meant to be. Steve and La Juana Warner met each other while teaching music at Hughes. Steve became the band director at Hughes in 1977 following his graduation from Arkansas State University. La Juana, a graduate of Ouachita Baptist University, was hired as the Hughes choir director in 1981. Three years later, they married and began their lives together sharing their love of music with each other and the students they were fortunate to teach.

A Message from the Owners

Owners Blog

“If I knew I was going to live this long, I’d taken better care of myself.” – MICKEY MANTLE

Let’s face it... We started getting older the second we took our first breath out of the womb. As kids, it took 10-forevers for Christmas Day or our birthday to finally arrive. In our child-rearing years, it seemed like Christmas and birthdays arrived just after the credit card was paid off.

Contact

Insurance Advantage

If you need assistance from us, please use the information below to contact us...

INFO@IA-OFFICE.COM

Jacksonville Office -

1200 W. Main Street
Jacksonville, AR 72076
Phone: 501-988-2726

Jonesboro Office -

By Appointment Only
900 Professional Acres
Jonesboro, AR 72401
Phone: 501-988-2726
Fax: 501-988-2725

Working for you, not an insurance company!