It's not what you earn, It's what you keep.
FREE EDUCATIONAL SERIES
IRA "RMD" WITHDRAWAL RULES HAVE CHANGED AGAIN.
2 AVAILABLE TIMES:
11:00 AM AND 6:00 PM ON February 23, 2023
TO BE HELD AT THE BUTLER TOWNSHIP RECREATION CENTER
411 BUTLER DRIVE, DRUMS, PA 18222
REGULAR MINIMUM DISTRIBUTIONS OR RMD RULES HAVE CHANGED. NOT TAKING THE RMD IN THE REQUIRED YEAR WILL TRIGGER A 50% TAX PENALTY. IF YOU HAVE IRA'S OR ANY OTHER TYPE OF QUALIFIED RETIREMENT PLAN YOU NEED TO ATTEND THIS EVENT. CALL TODAY TO GET TICKETS.
TOPICS TO DISCUSS:
WHEN DO YOU TAKE A REQUIRED MINIMUM DISTRIBUTION IN YOUR IRA?
WHAT HAPPENS IF I DO NOT TAKE IT ?
HOW TO ELIMINATE MARKET RISK IN YOUR IRA AND BROKERAGE ACCOUNTS USING:
Market Savings FDIC INSURED CERTIFICATE OF DEPOSIT
1-year term 7.60% APY
2-year term 7.83% APY
5-year term 9.24% APY
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BUSINESS INSIDER December 2022
For those in or approaching retirement, you need the services of a qualified licensed financial professional,
not only to grow your assets but more importantly protect them. That is why I will be hosting a free educational
event for anyone who desires to attend on January 26th at the Butler Township Community Center, located
at 411 W. Butler Drive in Drums, PA. 18222. There will be two seating times available. One starts at 10 am
and another at 6 pm. We will be discussing the changes in RMD’s, Social Security, and Tax Laws for 2023.
Seating is limited.
Please call 570-501-1200 to reserve your spot for this event.
I have been in the financial services industry since 1987 and I am an International Best-Selling Author of
In God We Trust - The Dollar We Worship and 5 Steps - Your Guide To Financial Health. It shows the reader
what to look for and look out for when developing a financial plan and investing. Those attending my free
educational event will receive a FREE E-Book version of both books.
I also have a Podcast called Money Matters and it can be found