RMD, Required Minimum Distributions from different accounts. IRA, SEP, Simple, Traditional, 403(b), 457(b) RMD Aggregation (grouping and adding) rules. How to combine withdrawals from more than one retirement account using IRS aggregation rules. _________________________________________________ Katie St. Ores CFP®, ChFC®, EA, LTC • 97 Hours of Continuing Education each year to maintain Professional designations • CFP® - Certified Financial Planner • ChFC® - Chartered Financial Consultant • EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury • Licensed Tax Consultant –Licensed by the State of Oregon • Registered Investment Adviser- Oregon Div. of Financial Regulation • Tax Accountant - Markusen & Schwing CPA's • Certified Investment Management Analyst program -Wharton - University of Pennsylvania • Certified Mergers & Acquisition Advisor program - Loyola University • Certificate in Accounting - UC Berkeley • Master of Science in Project Man...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)