Wright Financial Group, LLC

Required Minimum Distribution Webinar

About This Webinar

If you own a 401(k), IRA, 403 (b), or any other retirement account… pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%.

Get informed–Get the facts! Join us for this timely webinar where you will learn:
👉 How and when to calculate RMDs
👉 Tax-saving strategies that may offset the additional tax
👉 How much additional income tax one could expect
👉 Asset allocations for RMDs

Date

Jan 20 2022
Expired!

Time

6:30 pm - 7:30 pm

Organizer

Wright Financial Group
Phone
(419) 885-0957
Email
info@wrightfinancialgroup.com

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Spencer Georgetti

Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.

Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.

Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.