Navigating IRA/ROTH IRA Distributions and RMD’s
Finance/Law | Registration opens 5/19/2025 12:00 AM MST (Arizona)
Review the IRS regulations associated with IRA/Roth IRA/401k Distributions and Required Minimum Distributions (RMD’s). We will clarify when you must begin your RMD’s and discuss deadlines and penalties. You will learn the formula for calculating the annual distribution along with the tax implications. The 5-year Roth rules will be discussed along with guidelines for inheriting Spousal and Non-Spousal IRA’s. Converting IRAs to ROTH IRAs will be addressed as well.
Pam Prine
Prine, Pamela and Dyer, Kimberle - started Keystone B.E.S.T. Solutions with the commitment to educate clients as they work toward meeting their personal goals. They collaborate with clients to define those goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term success. They offer services in Business Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning.
The website for Keystone B.E.S.T. Solutions is https://www.keystonesolutionsaz.com/