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Our Top Year-End Tips on Retirement & Education Investing 


December 4, 2018 | 4:15 PM - 5:15 PM, EST

Keeping up with the myriad of rules and regulations covering tax-advantaged retirement plans and educational accounts is a full-time job. We are here to help. 

Please join Brian Dobbis, Director of Retirement Solutions, as he reviews legislative and regulatory developments impacting both retirement and education accounts. He will sort through the maze of rules that apply to required minimum distributions (RMDs), year-end planning tips and more: 

  • Regulatory and legislative updates 
  • Qualified charitable distributions (QCDs)
  • RMD Traps
  • Strategies to reduce or delay RMDs 
  • What's ahead in 2019


Click here to submit your questions in advance.


The information is being provided for general educational purposes only and is not intended to provide legal or tax advice. You should consult your own legal or tax advisor for guidance on regulatory compliance matters.



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