September 28, 2016 @ 8:30 am – 10:30 am
Radisson Hotel - Rochester Airport
175 Jefferson Rd
Rochester, NY 14623

Do You Have Clients Who Would Like to Reduce Their RMD’s? 

Your clients must implement a QLAC by year end to receive benefits in 2016!

Now is the time to plan!

Your client’s RMD affects their Social Security Taxation, Medicare Part B Premiums, and Net Investment Income Tax.  In partnership with Pacific Life we will be reviewing strategies to reduce your client’s RMD’s, such as QLAC’s (Qualified Longevity Annuity Contracts).  These allow a client to exempt up to $125,000 of assets from their RMD calculation.

Continental Breakfast will be served. Seating is Limited.
Click here to RSVP by Friday, September 23, 2016.

Pacific Life

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