Specializing in Retirement Income & Asset Protection
ON-DEMAND WEBINAR
Required Minimum Distributions
Everything retirees and pre-retirees need to know about helping calculate RMDs, minimize taxes, and protect their retirement income — in one 38-minute session.
38 Minutes
5 Topics
Free to Watch
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Personalized Retirement Planning
Income-Focused Investment Strategies
Strategies Built for the Distribution Phase
Legacy & Wealth Protection
What You’ll Learn
In just 38 minutes, you’ll gain more clarity on these five important topics surrounding Required Minimum Distributions and how they impact your retirement income.
Calculate Your RMDs Correctly
Hep avoid costly mistakes and understand how to properly determine your required withdrawals, including how to avoid the 25% penalty.
Understand the Social Security Tax Trap
Learn how RMDs can trigger unexpected taxes on up to 85% of your Social Security benefits.
Help Protect Your Portfolio in Down Markets
Discover why certain withdrawal strategies can deplete your savings and what to do instead.
Avoid Beneficiary Mistakes
Understand how beneficiary designations override your will and how to help avoid costly errors for your heirs.
Navigate SECURE Act 2.0 Changes
Stay up to date on key rule changes, including new RMD ages, reduced penalties, and Roth exemptions.
Five Questions This Webinar Helps Answer
Learn how RMDs are calculated using IRS life expectancy tables, and help avoid common mistakes that could lead to costly penalties.
Understand how RMDs impact your tax bracket and how they can increase the taxation of your Social Security benefits.
Explore strategies like Roth conversions and qualified charitable distributions that may help lower your overall tax burden.
Learn how beneficiary rules work, including key updates that could affect how your assets are passed on.
Discover how your withdrawal strategy can impact your long-term income and ways to help preserve your retirement savings.
Hear From David Wright
“So many people are more stressed about running out of money than running out of life.” – David Wright
David became an income specialist after 25 years of watching strategies work better for the firm than the client. His focus: find out what retirement means to you, then build a plan that gets you there.
Ready to Talk About
Your Retirement?
A 20-minute conversation with David’s team costs you nothing and could change the way you think about retirement income. Find out what a plan built around your definition of retirement looks like.
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