Webinar: Understanding RMDs: Tax-Efficient Withdrawal Strategies for a Secure Retirement by Wright Financial Group

Understanding RMDs: Tax-Efficient Withdrawal Strategies for a Secure Retirement

About

Take control of your retirement with our FREE online presentation designed around Required Minimum Distributions (RMDs). Discover how to navigate recent government updates, explore the latest strategies to maximize your benefits, and protect your hard-earned savings.

Are you prepared for how changes to RMD rules might affect your 401(k), IRA, 403(b), or other retirement accounts? Don't leave your financial future to chance—gain the knowledge you need to make informed decisions.

Avoid unnecessary taxes and keep more of your retirement income! Learn how to minimize the impact of RMDs and reduce the risk of losing up to 25% of your savings to the IRS.

Hosted by Nick Norvell, 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

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.

Presenter

Nick Norvell

Client Acquisition Advisor

Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.

With a strong foundation in financial services and a deep understanding of his clients’ needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.

Currently residing in Toledo with his girlfriend, Tori, and their beloved black labs, Tux and Piper, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.