RMD Workshop
About This Workshop
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 2023 and what that means for your retirement account.
- The three new sets of RMD rules for 2021, 2022, and 2023.
- 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!