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Maximizing Your Retirement with RMDs - Join Our Webinar

📅 When: Tuesday, April 2nd at 6:00 PM PDT
📌 Where: Online - Join from your computer or phone

https://events.monarchwealth.club/rmd-webinar

Monarch Wealth

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Monarch Wealth

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They had planned for years, but nothing prepared them for this...<br /> <br /> For years, Sarah had been diligently building her financial security. She consistently contributed to her IRA and 401(k), seeking guidance from a trusted financial advisor to navigate the complexities of financial planning.<br /> <br /> As Sarah approached retirement age, an unexpected hurdle emerged: Required Minimum Distributions (RMDs). Despite her careful planning, she found herself unfamiliar with this critical aspect of retirement.<br /> <br /> When Sarah turned 72, she hesitated to withdraw from her retirement accounts, assuming her money could continue growing tax-free. Little did she know, the IRS required retirees to take a specific amount annually.<br /> <br /> Neglecting her RMDs, Sarah faced a substantial penalty of nearly 25%. Adding to her concerns, Sarah was unaware of the tax implications associated with her retirement accounts. She had assumed her withdrawals would be tax-free but was caught off guard when taxes applied.<br /> <br /> Receiving her first RMD notice left Sarah confused and overwhelmed. Calculating RMDs and understanding tax impacts seemed like a daunting task. Realizing she needed assistance, Sarah reached out to a financial advisor who demystified RMDs and taxes. The advisor helped her calculate RMDs, set up automatic withdrawals, and devised a plan to minimize tax impacts.<br /> <br /> Grateful for the guidance, Sarah acknowledged that her lack of understanding about RMDs and taxes could have seriously impacted her retirement savings.<br /> <br /> Sarah&#039;s story serves as a vital lesson for anyone planning their retirement. It&#039;s never too late to secure your financial future with the right guidance and resources.<br /> <br /> Take advantage of this exclusive opportunity and plan for a comfortable and secure future.<br /> <br /> Note: This is a 40-minute online presentation packed with essential information about RMDs, taxes, and IRA updates that can directly impact your retirement, which may come as a surprise to many.<br /> <br /> Learning objectives include:<br /> <br /> ✔️ Mastering the step-by-step process of calculating your Required Minimum Distributions (RMDs)<br /> <br /> ✔️ Gaining insight into assessing and managing the tax implications of your RMDs effectively<br /> <br /> ✔️ Evaluating whether your investment portfolio&#039;s asset allocation aligns with your RMD requirements<br /> <br /> ✔️ Exploring the upcoming changes to RMD tables in 2024 and their impact on your retirement savings<br /> <br /> ✔️ Examining the extension of the Required by Date for qualified retirement plans and IRAs and its implications<br /> <br /> ✔️ Discovering the implications of the removal of Roth Account Pre-Death RMDs and the reduction of penalties for missed RMDs<br /> <br /> ✔️ Exploring the removal of barriers for Life Annuities, the expansion of Qualified Longevity Annuity Contracts (QLACs), and the evolving landscape of RMD Rules<br /> <br /> ✔️ Unveiling tax-saving strategies designed to mitigate the additional tax burdens that may arise from your RMDs<br /> <br /> Join us for this critical COMPLIMENTARY webinar hosted by Monarch Wealth and get your questions answered.<br /> <br /> 📅 When: Tuesday, April 2nd at 6:00 PM PDT<br /> <br /> 📌 Where: This is an online presentation. Join from the comfort of your couch, view on your computer or phone!<br /> <br /> Click the Sign-Up button below to reserve your spot NOW for this one-time complimentary online presentation.

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