Thursday, October 13th at 6:30 PM CDT Good News for Seniors: RMD Formula Changing for First Time in Decades. The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs). You may have missed last year's changes to RMD rules in […]

You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will share […]

REGISTER HERE Join us for this critical NO COST web-based presentation hosted by retirement specialists and get your questions answered. When: Saturday, October 22nd at 10:00 AM CDT Where: This is an online presentation. Reformations for Social Security are in motion. You may have to pay more, but you'll also get more... One of the […]

You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will share […]

Saturday, November 5th at 10:30 AM CT Are you aware of the most common IRA and 401(k) tax traps and pitfalls? It's crucial to be familiar with the ins and outs of your retirement account, or your mistakes could be costly. If you run afoul of some of the IRS rules, the penalties can be […]