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Attention to all individuals with 401(k), IRA, 403(b), and retirement accounts! Seize control of your financial future with these groundbreaking tax planning strategies!

Are you curious about how recent government changes might impact your Required Minimum Distributions (RMDs) and withdrawal requirements? Managing and optimizing your tax situation is a crucial facet of financial planning.

From mastering the intricacies of mandatory distribution phases during retirement to unlocking the potential of generating tax-free income, these invaluable insights can empower you to maximize your savings while minimizing your tax liabilities.

Join us for a FREE online presentation where you'll gain a firm grasp of Required Minimum Distributions and discover the advantages of tax-free withdrawals with a Roth IRA.

Don't miss out on this enlightening group presentation hosted by Merrit Strunk.
WEBINAR ENDED
Presenter
1730912280-a9c047408813548e
Merrit A. Strunk
CFF® President & Founder
Merrit is a Registered Investment Adviser and Certified Financial Fiduciary™ (CFF).

Author, Speaker, Educator, and host of the Retirement (UN)Broken Podcast, he has been a business leader all his life and is the creator of the "Momentum LifeYield Process". He has also traveled around the world speaking on Business, Marketing, Financial, and Personal Achievement. Merrit has always been passionate about financial planning. This is precisely why he started Momentum. Merrit is proud to be a fiduciary financial adviser and the role he plays in helping his clients achieve better financial outcomes.
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