The Required Minimum Distributions Math That Surprises Most Retirees

Many retirees are caught off guard by how Required Minimum Distributions impact their taxes and income. Even small mistakes in timing or calculation can lead to significant changes in a retirement plan.

This FREE educational webinar breaks down RMD rules in simple, easy-to-understand terms and highlights the key considerations every retiree should review before taking their next withdrawal.

During this session, you will learn:

* How RMDs are calculated - and why the amount often surprises retirees
* How your RMD can affect your taxes, Social Security benefits, and income sources
* Key planning considerations to review before you withdraw
* What today’s RMD rules mean for your spouse and beneficiaries

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