RMDs Explained: What You Need to Know Before the IRS Tells You

Required Minimum Distributions can be confusing and costly if handled incorrectly. In this webinar, we explain when RMDs start, how they’re calculated, and what mistakes retirees should avoid.

What you’ll learn:
• When RMDs begin and how the rules apply to your accounts
• How RMD amounts are calculated each year
• Common mistakes that can lead to unnecessary taxes or penalties
• Strategies that may help reduce the tax impact of RMDs

Why attend:
Avoid costly surprises and better understand how RMDs may affect your taxes, income, and long-term retirement strategy.

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. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.