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RMD Live Webinar
About This Webinar
If you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!

The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%. Under the SECURE Act, there are now new laws and rules, which took effect on January 1, 2020.

Get informed--Get the facts! Join us for this timely webinar.
Agenda
  • How and when to calculate RMDs
  • Tax-saving strategies to may offset the additional tax
  • How much additional income tax one could possibly expect
  • Asset allocations for RMDs
Presenters
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Scott McLean
Scott McLean has been in the financial services industry since 1983. He founded McLean Advisory Group in 2008. Since that time, McLean Advisory Group has been helping families in the Jersey Shore area to plan for life events. Scott is currently licensed in life and health insurance.

Scott's passion for community service and vast family history of veterans drove him to establish "McLean Veteran Benefit Advisory Group," a non-profit group dedicated to helping veterans with long-term care benefits.

Scott dedicates a large portion of his time to educating investors and the community through workshops on topics related to retirement income planning, social security, estate planning, required minimum distribution planning and common mistakes retirees make with their finances. Scott is the host of “Financial Insanity”, a weekly educational radio show on WBNJ and he has also appears on numerous radio and TV shows as a guest or host.

McLean Advisory Group is a member of the Barnegat Chamber of Commerce.

Scott is a long time resident of Ocean County, married and has five children. He is an active member in his church in Barnegat. In his spare time, he enjoys boating and water skiing with his family, and most weekends will be found running his horse farm, New View Equestrian Center in Southampton, NJ.

For our full disclosures, click here: https://www.mcleantaxadvisory.com/disclosures
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Janie Setzer
This webinar will show you…
  • 1621353660-8b6726f171a1f931
    1
    How and when to calculate RMDs
  • 1621353661-64bb16c7af2f0f96
    2
    Tax-saving strategies to may offset the additional tax
  • 1621353663-cb36b4d8a04e1b17
    3
    How much additional income tax one could possibly expect
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