How will the 2021 changes that the government made to RMDs impact your withdrawal requirements this year?
If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention!
It’s crucial to become familiar with the coming changes, or your mistakes could be costly.
Avoid Paying Half Your Retirement Income to the IRS!
Come and learn more at this group presentation, hosted by retirement specialist, David Wright. This educational event will cover the basics of Required Minimum Distributions and reveal the latest strategies for maximizing your benefits.
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.