• About
    New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages to Federal employees. Some changes have the potential to be beneficial; however, you must make sure you are working with the most current and up-to-date information so you can help avoid costly mistakes.

    As of 2023, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. The new provisions can be complex, with unforgiving consequences. If you make one small error, you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems.

    Don't miss this powerful, educational webinar, hosted by retirement specialist and investment advisor, Tim J Beeman, with over 39 years of financial experience. This educational event will cover the basics of Required Minimum Distributions, how they affect Federal Employee benefits, and how to help avoid the largest IRS penalty.
  • Agenda
    • Provisions of the new SECURE 2.0 Act, just passed into law January 2023, that you must follow to be in compliance with the IRS.
    • What is an RMD, and why are millions of Federal Employees caught off guard?
    • How to help calculate your RMDs considering the new law
    • Whether Roth conversions make sense considering the latest changes
    • Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions
    • Strategies for dealing with New Capital Gains Tax Rates
    • Inflation is on the rise - What are the long-term effects of your dollar buying less? What are the consequences?
    • How the age change and the timing for RMD withdrawals could affect you
  • Duration
    1 hour
  • Price
  • Language
  • Dial-in available
    (listen only)
    Not available.