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SUMMARY:The RMD Deadline Clock Is Ticking: What Every Retiree Must Know Before December 31
DESCRIPTION:If you have a 401(k)\, IRA\, or 403(b)\, the clock is already running. Once you turn 73\, the IRS forces you to start withdrawing money from your retirement accounts — whether you need the cash or not — and getting the amount\, timing\, or strategy wrong can trigger a penalty on top of the taxes you already owe. Recent changes under SECURE 2.0 have only added to the confusion: shifting starting ages\, new rules for Roth 401(k)s\, and a strict 10-year withdrawal requirement for inherited IRAs that’s already caught thousands of beneficiaries off guard. December 31 isn’t a suggestion — it’s a hard deadline\, and the closer it gets\, the fewer options you have. \nJoin Matthew Johnson and Amanda Johnston of Johnson Wealth and Income Management for a free\, 30-minute educational webinar that cuts through the jargon and gives you a clear\, plain-English plan. You’ll learn exactly what triggers an RMD and when it’s due\, the true cost of missing it\, and the surprisingly common mistakes we see retirees make in the name of “playing it safe” — from CDs and gold IRAs to misunderstood annuities — that end up eating away at their own principal instead of protecting it. More importantly\, you’ll walk away with smart\, practical strategies for putting your RMD to work for you\, whether that means reinvesting it\, gifting it tax-free\, or building a more tax-efficient legacy for your family. Seats are limited\, so register now and get ahead of the deadline before it gets ahead of you. \nRegister Now >> \nDISCLOSURE\nThe information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities\, investments\, investment strategies\, or investment advice relating to securities\, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition\, please consider the appropriateness of the advice having regard to your own objectives\, financial situation\, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical\, and where quoted\, past performance is not indicative of future performance. Sound Income Strategies\, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance\, regulatory\, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies\, LLC\, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies\, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
URL:https://johnsonwim.com/event/the-rmd-deadline-clock-is-ticking-what-every-retiree-must-know-before-december-31/
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ORGANIZER;CN="Johnson Wealth and Income Management":MAILTO:jwimevents@soundincomestrategies.com
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