Webinar: Retirement Tax Planning 101: Mastering RMDs & Deductions by Mid- American Wealth Advisory Group Inc.

Mid- American Wealth Advisory Group Inc.

Join us in our FREE online presentation, learn the basics of Required Minimum Distributions, and reveal the latest strategies for maximizing your benefits.

Curious about the impact of recent government changes on your RMDs and withdrawal requirements?

Attention all 401(k), IRA, 403(b), and retirement account owners! It's time to stay informed and be prepared for upcoming changes that could significantly impact your financial future.

Avoid Paying 25% of Your Retirement Income to the IRS!

Come and learn more at this group presentation hosted by retirement specialists Mid-American Wealth Advisory.

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.

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.

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.