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 David Wright, 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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David Wright
Owner / President
David M. Wright, CLU, ChFC is a 38-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.

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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 not associated entities. Wright Financial Group is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
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