ATTN: Not sure how the Secure Act 2.0 impacts you?
Discover how to navigate changes from the Secure Act 2.0 with the RMD Roadmap Webinar!
What you'll learn from the RMD Roadmap Webinar:
Determine the exact RMD amount that you must withdraw from your retirement account each year
Help you plan when to take your RMDs to maximize tax efficiency and ensure that you don't push yourself into a higher tax bracket
Develop an investment strategy for your RMD withdrawals so that your money can continue to grow and provide income in retirement
Provide tax planning advice to minimize the tax implications of your RMD withdrawals
Assist in developing a distribution plan to make sure that your RMD withdrawals align with your retirement income needs and plan for the long term.
There are so many different ways to put together a RMD strategy but, the question remains... Do you know which one is right for you?
It's no secret that the Required Minimum Distribution (RMD) process can be complex. Understanding the rules and regulations that apply to RMDs can be difficult for many people.
According to the IRS, there are different RMD rules and calculations depending on the type of account and individual's age, RMDs are not only required but also may have tax implications,
To help reduce confusion and help pre-retirees maximize their retirement income, we created this free, on demand webinar to help alleviate the confusion.
About The Presenter, David Scranton
Focused Solely on Maximizing RMD for Pre-Retirees
As a Certified Financial Planner, David is uniquely qualified to help pre-retirees navigate the changes to RMDs brought on by the Secure Act 2.0.
For over 20 years, David has helped Pre-Retirees nationwide increase their retirement income through strategies to maximize RMD without leaving anything on the table all while avoiding unnecessary taxes.
David is the founder of Scranton Financial Group and The Retirement Income Store. Our team is 100% senior and works exclusively with seniors to help them maximize their retirement income they deserve through efficient RMD strategies.
Industry-Leading Expertise
With more than 30 years of experience, David has specialized in income generating investments for the past 20 years. Prior to that, he followed a typical business model focused on stock market-based investments. However, in 1999, while many on Wall Street believed the sky was the limit for stock market investors, David’s knowledge of history led him to believe something different.
It was at this time that David made the change to a business model focused on income generating investment options. As a result, David was able to help many of his clients avoid damaging losses during the two major market corrections we’ve experienced since the turn of the century.
Register For The Webinar Today!
At Scranton Financial Group, we work with hundreds of Pre-Retirees around the country. Nearly every person that learns from these strategies and implements them says the same thing: "I wish I had known about this years ago!"
Registration is free, so make sure to watch the webinar today!
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