Navigating RMDs & Taxes to Help Secure Your Financial Future
Are you ready for the new RMD rules? We’ll break down what they mean for your IRA, 401(k), 403(b), and other retirement accounts so you can feel confident about your next steps.
Keep more of your money. Find out how to lower the tax bite from RMDs and avoid costly mistakes that could leave you paying up to 25% in penalties.
Hosted by Nick Norvell, this straightforward session will give you the tools and clarity you need to plan wisely for retirement.
Save your seat today and take the first step toward keeping more of your retirement income.
- Deadlines to watch: When you have to take money out of your retirement accounts and what the penalties look like if you miss.
- How it’s figured: The formula behind required withdrawals and the few exceptions that might apply.
- Taxes and withdrawals: The way these payouts affect your tax bill and how to soften the impact.
- What to do with the money: Options for using your withdrawals wisely, including how it works if you leave accounts to family.
- Planning ahead: Simple strategies to stay on top of the rules and keep your retirement steady.
Interested in attending? Register here: https://www.bigmarker.com/wright-financial-group/navigating-rmds-taxes-to-help-secure-your-financial-future