RMDs & Taxes: Retirement Planning
Live Webinar
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Register For The Webinar
Tuesday, October 28th, 5:30 PM PST
RMDs & Taxes: Retirement Planning
Live Webinar
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Register For The Webinar
Tuesday, October 28th, 5:30 PM PST
Reserve Your Spot
Registration is NO COST for this
breakthrough ONLINE event!
About The Webinar
Discover from Merrit Strunk - CFF some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
During this webinar you will discover:
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Presented By Merrit Strunk - CFF
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California CRD#313233. Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.
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.
About The Webinar
Discover from Merrit Strunk - CFF some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
During this webinar you will discover:
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Reserve Your Spot
Presented By Merrit Strunk - CFF
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California CRD#313233. Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.
Registration is NO COST for this
breakthrough ONLINE event!
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.
When?
One Evening Only!
Tuesday, October 28th, 5:30 PM PST
Where?
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
Registration is FREE for this exclusive ONLINE event
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Sign Up Today to Reserve Your Spot!
RMDs & Taxes: Retirement Planning
[LIVE WEBINAR]
During this class, discover:
A Renaissance has begun in the World of Investing
Find the silver lining of opportunities for your life savings.
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs)
If your advisor is not keeping up with the times you are going to be lost.
You can help reduce your tax rate in retirement like never before in your life.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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