Topic: 60-70 ½: Social Security and Required Minimum Distributions (RMD’s)
At age 60, retirement planning tends to get a bit tricky. This is the earliest age widows and widowers are eligible for survivor Social Security Benefits. At 62, you become eligible for reduced retirement benefits. Somewhere between 65-67, you can claim full benefits. At age 70, your benefits will stop increasing. Meanwhile, at age 70 ½ the government requires you to start taking distributions from pre-tax retirement accounts. This class will walk you through the maze that is, Social Security retirement income planning and the best strategies for how and when to take Required Minimum Distributions. It will also cover the domino effect these decisions can have on your taxes, Medicare and overall retirement plan.
Speaker: Evan Beach, Wealth Manager, Campbell Wealth Management
Evan is a Wealth Manager with Campbell Wealth Management in Alexandria, VA. He is a Kiplinger and Credit.com columnist, and is also a frequent contributor on Yahoo Finance, CNBC, TheStreet.com, Bloomberg, U.S. News and World Report, amongst others.
After spending six years with the same firm, Evan joined Campbell Wealth Management in 2015, and earned his Certified Financial Planner (CFP) designation. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor- An industry designation awarded to those with specific planning knowledge for high net worth individuals and small businesses.
07:30 AM - 09:00 AM Eastern
Wells Fargo Bank 1753 Pinnacle Drive 3rd Floor, Board Room McLean, VA 22102
Date: Wednesday, December 20, 2017
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM - Continental Breakfast provided
One hour CPE (for Members of Northern Chapter)
Location: Wells Fargo Bank, 1753 Pinnacle Drive, 3rd Floor, Board Room
McLean, VA 22102 – please park in unmarked space in lot adjacent to building. Thank you to Wells Fargo for providing the venue and refreshments!
click on the date(s) to add to your calendar: 12-20-17