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7 Most Common Mistakes Made By Retirees And How To Avoid Them
About This Webinar
Why this Webinar is a Must Attend:
* Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues, protecting your retirement savings.
*Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.
*Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts, who can provide clarity on complex topics and answer your specific questions for better financial planning.
Agenda
- Mistake #1: Not Knowing How The New “SECURE ACTS” Impact Your Accounts
- Mistake #2: Missing a Required Minimum Distribution – A Costly Error
- Mistake #3: Not Properly Designating Beneficiaries – Avoid Costly Legal Issues
- ...and much more
Who can view: Everyone
Webinar Price: Free
Featured Presenters
President
Anthony is a seasoned financial advisor with a decade of experience in the area of income generation. He is dedicated to crafting personalized financial strategies tailored for each client's individual situation. Known for his sharp insights, Anthony excels in optimizing portfolios for sustained income. Clients trust him for his commitment to their financial goals, making him a reliable partner on the journey to financial success.
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