Webinar: RMDs & Taxes in Retirement: How to Withdraw Smarter and Keep More Money 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 Richard Burt, 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

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

Richard Burt

Senior Vice President

Richard Burt is Sr. Vice President of 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 and the Collierville Chamber of Commerce.

Richard is an experienced financial educator in the Mid-South area. His educational presentations have been widely attended by individuals that are approaching retirement and/or have already retired. Richard teaches his clients how to help avoid the common financial mistakes that typically impede so many retirement plans. Mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning. Richard’s mission is to educate his clients so they can make informed, educated decisions that will best suit their needs and help them to achieve their long-term financial goals.

The McAdams Group, LLC has been assisting retirees and those nearing retirement for 25 years.