Webinar: Protect Your 401(k) & IRA: Smart Strategies for an Uncertain Market by Wright Financial Group

Wright Financial Group

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, David Wright, 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!

WEBINAR ENDED

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Beneficiary Updates: Discover the risks of outdated beneficiary information on your retirement accounts and how to ensure it is current for your heirs.

Presenter

David Wright

Owner / President

David M. Wright, CLU, ChFC is a 35-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.