About
Help secure your retirement with our free online session on IRAs and 401(k)s. You’ll learn practical ways to grow your savings, take advantage of tax breaks, and make confident choices with these important accounts.

Are you making the most of your IRA or 401(k)? We’ll cover how to get the most from your contributions, what to know about rollovers, and how to steer clear of costly penalties. You’ll also see the key differences between traditional and Roth accounts so you can decide what works best for your goals.

Help protect your savings and stretch your income. Find out how to manage your accounts wisely, cut down on taxes, and plan ahead for required minimum distributions (RMDs) so more of your money stays with you.

Hosted by David Wright, this easy-to-follow session gives you clear steps and real guidance to help you plan with confidence.

Save your seat today and take control of your money management in retirement.

WEBINAR ENDED
Agenda
  • Taking money out too soon: What happens if you dip into your IRA or 401(k) early, and how to avoid the costly penalties.
  • Putting in too much: How to fix extra contributions and keep from getting hit with fees.
  • Missing RMDs: What to do if you miss a Required Minimum Distribution and how to get back on track.
  • Inherited accounts: The taxes your loved ones could face when inheriting an IRA or 401(k), plus ways to lessen the burden.
  • Keeping beneficiaries updated: Why it’s risky to let old information sit on your accounts and how to make sure the right people are listed.
Presenter
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David Wright
Owner / President
David M. Wright, CLU, ChFC is a 38-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.

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The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Wright Financial Group and Sound Income Strategies, LLC are not associated entities. Wright Financial Group is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
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