Learn How to Help Avoid Paying a 25% Penalty on your RMDs to the IRS!

Date: Tuesday, April 4th

Time: 7:00 PM CDT

Discover from Nicolas J. McLeod some of the biggest developments to retirement plans in a time of a crisis like we are experiencing today...

1. Changes to RMD tables in 2023 and what that means for your retirement account.
2. The three new sets of RMD rules for 2021, 2022, and 2023.
3. Push back of RBD for qualified retirement plans and IRAs.
4. Removal of Roth Account Pre-Death RMDs.
5. Reduction Of missed RMD penalty tax.
6. Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules.

Founder, Author, Speaker, Educator & Advisor

Registration is NO COST for this breakthrough ONLINE event

Nicolas (Nic) J. McLeod is a man of determination and competitive grit. Whether in the gym, on the tennis court with his wife or at home teaching his children a new chord on the guitar, Nic brings a high level of intensity and passion to the forefront.

Nic is a second-generation Wealth Preservation Specialist. He was fortunate to grow up having witnessed his father act as a trailblazer in an industry we refer to today as Wealth Preservation. This impacted him at an early age and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and has now helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. Nic has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting.

“As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so that our client and his or her best interests are always first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions we work with. Many of our clients have become like family and we could not be more thankful for them.”

"We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years." - Nic

One Evening Only!

Tuesday, April 4th at 7:00 PM CDT

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Attend this one-of-a-kind webinar today!

"He looks after my family, and to me that is worth more than anything in the world. Knowing I have somebody that I don’t feel like just a number. I feel like family with him."

-Tommy Johnson

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.

During These Times its 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.

Copyright 2023 - NJM Consulting