15 Jan
I Saved It, Now I Have To Take It! Required Minimum Distributions and Qualified Charitable Distributions

Description

Welcome to Required Minimum Distribution and Qualified Charitable Distribution Overview. This event is designed for individuals seeking to understand the Required Minimum Distribution from their tax-qualified accounts and how to use charitable giving to your tax advantage.


What You Can Expect
At our presentation, Jason Knox will:
- Provide a review of the Required Minimum Distribution

-Review how Qualified Charitable Distributions help save income tax

This event is a must-attend for anyone with tax-qualified accounts.  

Date and Time

Wed, Jan 15, 2025

5:15p - 5:35p CST

Location

Knox Financial Services - West Union office and via web meeting

309 HWY 150 N
West Union , IA 52175
View on Map
PT20M

Event Registration

Will you be able to attend this event?