Wright Financial Group, LLC

RMD Rules & Tax Strategies: Maximize Your Retirement Savings

About This Webinar

Discover from David Wright some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today…

  • Changes to RMD tables in 2024 and what that means for your retirement account.
  • The new sets of RMD rules for 2020, 2021, 2022, 2023, 2024, and 2025.
  • How and when to calculate RMDs.
  • Tax-saving strategies that may offset the additional tax.
  • Asset allocations for RMDs.
  • Opportunities to grow funds in your account.
  • How much additional income tax you could expect.

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

Interested in attending? Registration link coming soon!

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Date

May 05 2025

Time

6:00 pm - 7:00 pm

Organizer

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

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