70½ Fast Approaching? Not Sure What To Do With Required Minimum Distributions?

In this special report you will learn what to do

to minimize the impact of the IRS rule forcing your to withdraw money from your IRA and

other retirement accounts...

Did You Know The IRS Will Impose a 50% Penalty on Required Distributions NOT Taken?

Learn How to Avoid This and Other Common Retirement Mistakes...

In This Guide You'll Discover:

How to calculate your required minimum distribution and what you should do with the money once you've withdrawn it.

How much additional income tax you can expect to pay as a result of the distribution.

How you can legally reduce taxes on those distributions.

In This Guide You’ll Discover:

How do you calculate your required minimum distributions and what do you do with the money once you’ve withdrawn it

How to avoid the 50% IRS penalty on failure to withdraw your RMDs

How much additional income tax can expect to pay as a result of these annual distributions

How Required Minimum Distributions affect your overall retirement plan

How you can legally reduce your income taxes on these distributions

I want to avoid paying unnecessary taxes on my IRA account 

Copyright © 2019 | The Wehrly Group | All Rights Reserved

Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.

The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.

TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.