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? Register here: https://www.bigmarker.com/wright-financial-group/Year-End-Strategy-Navigating-RMDs-Tax-Saving-Opportunities-in-Volatile-Markets

Date

Mar 17 2025
Expired!

Time

6:00 pm - 7:00 pm

More Info

Register Here

Organizer

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

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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.