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 can be a major financial burden... unless you know how to protect yourself.

Here are some simple strategies we will be teaching that could save you thousands:

  • Is your RMD going to eat your principle?
  • How do you calculate your Required Minimum Distribution (RMD) and try to make the most of your RMD?
  • Does the titling of your IRA affect future distributions to your children or other heirs?
  • When you and your spouse take RMDs, can you aggregate them?
  • Will your RMD impact taxes on your Social Security benefits?
  • Do Roth Conversions ever make sense?

The FREE workshop will be held in Pine Bluff, Jonesboro and Little Rock. Spread the word to your friends. Don’t let any money go down the drain! 

Registration is required.

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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!