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 Owner / President 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!
When
Monday, March 17, 2025 · 6:00 p.m. Eastern Time (US & Canada) (GMT -4:00)
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
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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.
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