Webinar: Optimizing Your RMDs: Strategies for Lower Taxes & More Savings by McAdams Group

Take control of your retirement with our FREE online presentation designed around Required Minimum Distributions (RMDs). Discover how to navigate recent government updates, explore the latest strategies to maximize your benefits, and protect your hard-earned savings.

Are you prepared for how changes to RMD rules might affect your 401(k), IRA, 403(b), or other retirement accounts? Don't leave your financial future to chance—gain the knowledge you need to make informed decisions.

Avoid unnecessary taxes and keep more of your retirement income! Learn how to minimize the impact of RMDs and reduce the risk of losing up to 25% of your savings to the IRS.

Hosted by 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!

Agenda

RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.
RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.

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.

Reserve Your Spot