Webinar: Advanced Income and Tax Strategies: 7 Essential Moves to Protect Your Retirement by McAdams Group

Join us for an essential webinar focused on navigating the complexities of retirement planning. With rising costs and changing economic conditions, retirees face significant challenges. This session will equip you with the knowledge and strategies needed to secure your financial future.

We'll cover critical topics such as prioritizing income over growth, understanding required minimum distributions, and the risks associated with mutual funds. You'll also gain insights into tax-efficient strategies and the importance of keeping your beneficiary information up to date.

Hosted by retirement specialist, Frank Bailey, this session offers actionable insights to help you plan effectively and make informed decisions about your retirement accounts.

Take control of your financial future—register now!

WEBINAR ENDED

Agenda

Income Prioritization: Why is it crucial to focus on income before growth in retirement planning?
RMD Requirements: What are the implications of missing required minimum distributions, and how can you avoid penalties?
Investment Risks: What should you know about the risks of mutual funds in retirement, and what alternatives exist?
IRA vs. 401(k): What are the benefits of rolling over your 401(k) into an IRA, and how can it enhance your financial flexibility?
Staying Informed: Why is continuous education about health and wealth essential in retirement planning?

Presenter

Frank Bailey

Financial Advisor

Frank Bailey is an IAR with Sound Income Strategies LLC and an Insurance agent with McAdams Group LLC. McAdams Group, LLC specializes in issues concerning retirees, is rated by the Better Business Bureau as an accredited BBB business, and is a member of the Memphis Regional Chamber of Commerce.

Frank believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their financial goals. Frank is dedicated to serving and educating clients close to retirement or currently retired.

He specializes in assisting clients in investing for income, estate planning, asset protection, IRA-required minimum distribution planning, and Social Security optimization. In addition, his process allows him to educate clients on how to help avoid financial pitfalls that can negatively impact retirement plans, such as inefficient asset allocation, poor tax planning, and a lack of emergency health care planning.

Frank is a lifelong Memphian who believes giving back to the community is vitally important. He is heavily involved in Carnival Memphis and the Economic Club of Memphis. Frank has been in the financial services industry since 2017 and was with LPL Financial prior to joining the McAdams group. Frank is a graduate of The University of Memphis. He resides in East Memphis with his wife, Brook, and two daughters, Molly Grace and Sara. He enjoys Memphis Tiger sports, golf, and entertaining family and friends in his spare time.