Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
WEBINAR ENDED

RMDs & Taxes: Retirement Planning Live Webinar

About This Webinar

How will the 2023 changes that the government made to RMDs impact your withdrawal requirements this year?

If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention! It’s crucial to become familiar with the coming changes, or your mistakes could be costly.

Avoid Paying Half Your Retirement Income to the IRS!

Come and learn more at this group presentation, hosted by retirement specialists at JML Financial Group. This educational event will cover the basics of Required Minimum Distributions and reveal the latest strategies for maximizing your benefits.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter JOE-YOCAVITCH
President, IAR®, LUTCF®, CLTC® CCPS®
Joe Yocavitch is the President and founder of JML Financial Group with more than 37 years of experience in the financial services industry. Over the course of his career, he has dedicated his focus to furnishing a wide range of services and products. Working with high-net-worth individuals, professionals, business owners, and retirees, he focuses on Tax efficient Income strategies, Portfolio Management and estate planning. Through his efforts and a reputation for outstanding service, he has built a solid client base and has grown his business through referrals from clients.
Joe believes that commitment to excellence is a habit, not an act. He only recommends strategies that he himself would use. As a John Maxwell certified trainer, coach and team member, I offer workshops, seminars, keynote speaking, and coaching to aid in personal and professional growth to individuals, organizations and companies worldwide. My facilitated groups offer a combination of masterminding, peer brainstorming, education, accountability and support in a group setting to sharpen your business and personal skills. By bringing fresh ideas and a different perspective, my masterminds can help you achieve success.

Registered Representative with Brokers International Financial Services, LLC.
Hosted By
JML Financial Group webinar platform hosts RMDs & Taxes: Retirement Planning Live Webinar
As a Financial Advisor, Retirement Income specialist, and Author
I create strategies:
To survive & thrive if a money or health disaster strikes.
To LIVE a legacy not just leave one.
To preserve, grow assets, and manage taxes
I’m here to make protecting your finances and lifestyle easy- SIMPLE.
Attended (5)
Recommended