About
Take control of your retirement with our free online session focused on Required Minimum Distributions (RMDs). You’ll learn how recent rule changes could affect your accounts, the latest strategies to make the most of your benefits, and how to protect the savings you’ve worked so hard to build.

Are you ready for the new RMD rules? We’ll break down what they mean for your IRA, 401(k), 403(b), and other retirement accounts so you can feel confident about your next steps.

Keep more of your money. Find out how to lower the tax bite from RMDs and avoid costly mistakes that could leave you paying up to 25% in penalties.

Hosted by Nick Norvell, this straightforward session will give you the tools and clarity you need to plan wisely for retirement.

Save your seat today and take the first step toward keeping more of your retirement income.
WEBINAR ENDED
Agenda
  • Deadlines to watch: When you have to take money out of your retirement accounts and what the penalties look like if you miss.
  • How it’s figured: The formula behind required withdrawals and the few exceptions that might apply.
  • Taxes and withdrawals: The way these payouts affect your tax bill and how to soften the impact.
  • What to do with the money: Options for using your withdrawals wisely, including how it works if you leave accounts to family.
  • Planning ahead: Simple strategies to stay on top of the rules and keep your retirement steady.
Presenter
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Nick Norvell
Client Acquisition Advisor
Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.

With a strong foundation in financial services and a deep understanding of his clients’ needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.

Currently residing in Toledo with his girlfriend, Tori, and their beloved black labs, Tux and Piper, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC-Registered Investment Advisory Firm Wright Financial Group and Sound Income Strategies, LLC are associated entities
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