Webinar: Are You Making These 401(k) & IRA Mistakes? Find Out Before It's Too Late! by Mid- American Wealth Advisory Group Inc.

Mid- American Wealth Advisory Group Inc.

Secure your retirement with our FREE online presentation on IRAs and 401(k)s. Learn how to maximize your retirement savings, navigate tax advantages, and make informed decisions about these essential accounts.

Are you making the most of your IRA or 401(k)? Discover strategies to optimize contributions, understand rollover options, and avoid costly penalties. Gain clarity on the differences between traditional and Roth accounts to find the best fit for your financial goals.

Protect your savings and grow your wealth! Learn how to manage these accounts effectively, reduce taxes, and plan for required minimum distributions (RMDs) to keep more of your retirement income.

Hosted by retirement specialist, Joshua Falter, 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!

This report was prepared by Mid-American Wealth Advisory Group, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Mid-American Wealth Advisory Group, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed it so be construed as a solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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Agenda

Early Withdrawals: Understand the penalties for withdrawing early from your IRA or 401(k) and strategies to avoid them.
Over contributions: Learn the steps to correct excess contributions to your IRA or 401(k) and prevent associated penalties.
RMD Mistakes: Identify the penalties for missing Required Minimum Distribution (RMD) deadlines and how to address any errors.
Inherited Account Taxes: Learn the mandatory taxes beneficiaries face when inheriting an IRA or 401(k) and strategies to minimize those tax liabilities.
Beneficiary Updates: Discover the risks of outdated beneficiary information on your retirement accounts and how to ensure it is current for your heirs.

Presenters

Joshua Falter

Senior Vice President of Client Relations / Lead Advisor

Joshua Falter enjoys helping individuals through their retirement and guiding them through the questions that arise throughout the process.

Joshua is a financial professional who can offer both insurance and investment products and services. He graduated from Missouri Western School of Business, where he majored in business and minored in finance. He later joined forces with his father Mark and brother Caleb as the third advisor at Mid-American Wealth Advisory Group. Joshua plays a large role both inside and outside Mid-American Wealth Advisory Group, representing the firm and overseeing its charitable endeavors throughout the year.

When he is not working to better the physical and financial lives of our clients, Joshua is away on missionary work, ministering to the bodies and souls of our local and global communities.

Mark Falter

President & CEO

Mark Falter has been helping clients build and preserve their wealth for more than 35 years. Having worked with seniors for most of his career, Mark is acutely aware of the challenges facing retirees today. He created Mid-American Wealth Advisory Group Inc. as a financial management firm in Kansas City that specializes in helping retirees and pre-retirees pursue their financial goals and dreams through asset management, tax strategies and estate planning.

With a strong belief in the principle of “doing unto others as you would have them do unto you,” Mark attributes the majority of his success to making decisions that are in the best interests of his clients and always striving to put their needs first.

Mark is an accomplished speaker and has been featured on the Fox Business channel as a guest speaker. He is dedicated to informing the community through his weekly radio show, “The Retirement Income Hour,” and by hosting workshops on topics related to conservative financial alternatives.