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SUMMARY:DSA Webinar: Understanding the RMD (Required Minimum Distribution from IRAs)
DESCRIPTION:Date/Time: Wednesday\, May 13\, 2026 | 2:00- 3:00 PM Eastern \nPresenter: James Rooney\, Morgan Stanley \n  \nDon’t Give Your Money to the IRS: Avoiding the 25% Penalty is an educational webinar\ndesigned to help older adults better understand required minimum distributions (RMDs) and\nother common retirement account rules that can trigger IRS penalties as high as 25%. This\nsession focuses on common tax pitfalls and practical strategies to help you keep more of your\nmoney where it belongs. \nJoin James Rooney of Morgan Stanley for a practical\, plain-language presentation that breaks\ndown what the IRS expects\, where people often go wrong\, and how to avoid costly penalties.\nWhether you manage your finances independently or work with an advisor\, this webinar will\nprovide clarity\, confidence\, and actionable knowledge to support informed financial decisions.\nThis session is educational in nature and ideal for retirees\, pre-retirees\, and anyone helping\nmanage finances for an older adult. \nWhat You Will Learn:\n● What triggers the IRS 25% penalty and how required minimum distributions (RMDs)\nwork\n● Common retirement account mistakes—and simple steps to avoid them\n● Smart planning strategies to stay compliant and protect your retirement income\nAccessibility: Presented in ASL\, voiced in English\, and fully captioned \nPresented in Partnership With: CSD Access \nRegistration: https://csdvirtual.zoom.us/webinar/register/WN_4wmPGpXzTI-mMhS5P4Ox8Q
URL:https://mcdhh.mo.gov/events/dsa-webinar-understanding-the-rmd-required-minimum-distribution-from-iras/
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