Wright Financial Group, LLC

10 IRA & 401k Mistakes Webinar

About This Webinar

Please join your host David Wright for a presentation especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided – if you know what you’re looking for.

  • How will the new Tax Reform bill impact your bottom line and retirement nest egg?
  • The common mistakes you can make when doing an IRA rollover before or after retirement.
  • Learn about the IRA tax trap and how to avoid it.
  • How you can potentially turn even a small IRA into a significant asset for your children or grandchildren.
  • Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
  • Is a Roth IRA conversion right for you?
  • The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard‑earned money!)

If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention!

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