فهم RMD (الحد الأدنى للتوزيع المطلوب من IRA)

Don’t Give Your Money to the IRS: Avoiding the 25% Penalty is an educational webinar designed to help older adults better understand required minimum distributions (RMDs) and other common retirement account rules that can trigger IRS penalties as high as 25%. This session focuses on common tax pitfalls and practical strategies to help you keep more of your money where it belongs.

Join James Rooney of Morgan Stanley for a practical, plain-language presentation that breaks down what the IRS expects, where people often go wrong, and how to avoid costly penalties.
Whether you manage your finances independently or work with an advisor, this webinar will provide clarity, confidence, and actionable knowledge to support informed financial decisions.

This session is educational in nature and ideal for retirees, pre-retirees, and anyone helping manage finances for an older adult.

التسجيل