SPIRIT: Strategies for Required Minimum Distributions

SPIRIT: Strategies for Required Minimum Distributions 

Presented by David B Winston.

• When do RMD’s Begin
• Calculation of the RMD Amount
• Categories of Beneficiary IRAs
• Tax Efficient Withdrawals
• RMD Strategies for Beneficiaries
• Charitable Opportunities with RMDs

David B. Winston is the Executive Wealth Advisor of Winston Wealth Advisors. For more than 29 years David and his team have helped hundreds of families throughout the United States prepare and enjoy their retirement years. A listening approach and a devotion to understanding the nuances of each family’s unique situation is the hallmark of David’s style. He provides people with objective, caring and thoughtful guidance as they navigate through changes in their lives. David grew up in Missouri and became a naturalized Texan in 1983. David and his wife Cindy (Skibell) have two sons Aaron and Jacob. Jacob joined Winston Wealth Advisors in 2017 and is the Wealth Strategist for the firm and has earned his CFP®. Aaron lives in Miami, Florida and is the strategy director for his company Express Legal Funding. In his spare time, David enjoys golf and loves to focus on steady improvement. He is also a proud “papa” to Jacob’s two daughters.

Click here to register for the Zoom link and to receive the recording following the program.

CORPORATE SPONSORS:  

MEMORY MATTERS — https://renayudkowsky.com/signature-course/

CAPITIL REAL ESTATE — https://capitil.com/

MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/

FORSPANKLEAR, LLP — https://www.forspanklear.com/

WINSTON WEALTH ADVISORS — https://www.winstonwealthadvisors.com/ou-spirit

SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131

CITIZENS BANK — https://lo.citizensbank.com/nj/woodcliff-lake/david-siegel

JRESPONDER — https://www.sosresponder.com/

KORINSKY & KLEIN, LLP —  https://www.kklawfirm.com/

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We have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health, all in one place! 

CLICK HERE to enjoy past programs on-demand at your convenience!   

The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.

Partnering Synagogues:
Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)
Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills (NY)
Congregation Ohav Zedek, Wilkes-Barre (PA)
Congregation Ohr Torah, West Orange (NJ) 
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)
Keneseth Beth Israel, Richmond (VA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD)
Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)
Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)

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For all questions or to become a Partnering Synagogue, please contact Rebbetzin Judi Steinig, steinigj@ou.org