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.
Topics covered:
-
Not Knowing How the New “SECURE ACTS” will impact your retirement accounts.
-
Missing a Required Minimum Distribution
-
Not properly designating beneficiaries
-
Not knowing the IRA/401(k) rollover rules that could cause immediate taxation
-
Not understanding how the Federal Reserve impacts Interest & Dividends
-
No knowing the secret to converting your retirement account to TAX-FREE INCOME
-
Ignoring the “I” in “TR = I + G”
-
Not moving 401(k), 403(b), and TSP plans to more flexible IRAs
-
Having too many retirement accounts
-
Not exploring your options and possibilities
This webinar will be taught by Anthony A. Saccaro, ChFC, Esq. Attendance is FREE but registration is required. Call us at (818) 887-6443 to request the sign-up link.