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Are you aware of the most common IRA and 401(k) tax traps and pitfalls?

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary.

Come and learn more at this group presentation, hosted by retirement specialist, David Wright. Join us in our FREE online presentation and learn how to avoid the critical mistakes that 80% of IRA owners make.
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Owner / President
David M. Wright, CLU, ChFC is a 30 year veteran in the financial services industry, working with families, individuals and businesses, in many different financial areas. He is Series 65 licensed, and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor 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 non-stock market, income generating financial products. David currently resides in Sylvania, Ohio with his wife Marcia. He has 2 sons and 2 beautiful grandchildren, Olivia and Jacob. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.