Wealth Management & Financial Planning

Wealth Management & Financial Planning

Do You Know One Of The Stiffest Penalties In The Tax Code Could Impact Your IRA?

Consider This Program with Joe Clark, CFP and Aaron Rheaume, CKA.
In this segment we will cover:

Age 72 is the new age requirement for beginning Required Minimum Distributions (RMD’s). The penalty for not taking the correct withdraw is 50% so you have to get this right! The word “Required” should clue you into the fact that the IRS is serious about these withdraws.

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Have a question for Grant and Aaron?

Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!