Don’t let this simple mistake potentially cost up to 50% of your retirement

You’ve worked hard to save for a comfortable retirement. But imagine if you forgot to make a withdrawal from your retirement account and the IRS slapped you with a 50% penalty!

Sound ridiculous, right? Unfortunately, it’s true. It’s called a Required Minimum Distribution (RMD)... and knowing the IRS rules when it comes to your retirement can be vitally important for making the most of your financial future.

The rules for RMDs are fairly complicated, but we can help you navigate them.  Reach out to our office at any time to discuss how we can help you. 207-200-1500

 

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Check the background of this financial professional on FINRA's BrokerCheck