Webinar: 2025 Exclusive: TSP, RMDs & Roth IRAs – Your Guide to Distribution Phase Portfolios, Estate Taxes & Federal Workforce Changes by Momentum Financial Services

Momentum Financial Services

Take control of your retirement with our FREE online presentation focused on Roth IRAs and Required Minimum Distributions (RMDs). Learn how Roth IRAs can be a powerful tool in your retirement planning strategy and explore the key differences between traditional IRAs and Roth IRAs when it comes to RMDs.

Are you prepared to leverage Roth IRAs to reduce your tax burden in retirement? Discover how recent legislation impacts RMD requirements and how Roth IRAs can help you keep more of your hard-earned money. Gain the insights you need to build a tax-efficient retirement plan.

Keep your retirement income intact! Learn how to avoid unnecessary taxes and preserve your savings by understanding the unique benefits of Roth IRAs, including their ability to bypass RMD requirements in most cases.

Hosted by Merrit Strunk, 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 Considerations: Identify the key factors and deadlines for Required Minimum Distributions (RMDs) from retirement accounts.
Roth Conversions: Explore the optimal strategies for converting traditional retirement accounts to Roth IRAs to maximize tax benefits.
Asset Volatility: Determine when to exclude volatile assets from retirement accounts to manage risk effectively.
Specialized Investments: Discover strategies to enhance stability and growth in your retirement portfolio.
Tax-Loss Harvesting: Learn techniques to minimize taxes on investment gains through tax-loss harvesting.

Presenter

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.