Required Minimum Distributions and Qualified Charitable Distributions are covered in this session. Tax deferral comes to a head by IRS regulation - should I take it, pay the tax, or give it away? Join the LEARN session and find out more.
We believe presenting information on various topics might spark your interest, answer a question you may have, or start a conversation. Our LEARN seminar series addresses various financial topics and occasionally lifestyle topics.
LEARN sessions are planned to be 20-25 minutes. Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor.
Date and Time
Wed, Sep 20, 2023
5:15p - 5:45p CST