Why this Webinar is a Must Attend:
* Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues, protecting your retirement savings.
* Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.
* Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts, who can provide clarity on complex topics and answer your specific questions for better financial planning.
Agenda:
- Mistake #1: Not Knowing How The New “SECURE ACTS” Impact Your Accounts
- Mistake #2: Missing a Required Minimum Distribution – A Costly Error
- Mistake #3: Not Properly Designating Beneficiaries – Avoid Costly Legal Issues
- …and much more
This webinar will be presented by Anthony A. Saccaro, ChFC, Esq. Attendance is FREE but registration is required. Call us at (818) 887-6443 to register.