Wealth Building in 2025: RMDs & Roth IRAs -The Guide to Distribution Phase Portfolios, Estate Tax Implications, and More 

Join this free 60-minute webinar to discover how to transform your savings into the secure, stress-free retirement you deserve.

Optimize Your Retirement by navigating RMDs, lifestyle, legacy, and tax strategies

You’ve worked hard, saved responsibly, and built a life you’re proud of. Now it’s time to ensure your future reflects everything you’ve achieved. This webinar is designed to help you move from uncertainty to confidence with a clear, practical plan for your retirement.

Why this Webinar is a Must Attend:

✔️ Identify the key factors and deadlines for Required Minimum Distributions (RMDs) from retirement accounts.

✔️ Explore the optimal strategies for converting traditional retirement accounts to Roth IRAs to maximize tax benefits.

✔️ Determine when to exclude volatile assets from retirement accounts to manage risk effectively.

✔️ Discover strategies to enhance stability and growth in your retirement portfolio.

✔️ Learn techniques to minimize taxes on investment gains through tax-loss harvesting.

THIS WEEKS WEBINAR PRESENTER -
NICOLAS J. MCLEOD - FOUNDER, AUTHOR, SPEAKER, EDUCATOR & ADVISOR

Nicolas (Nic) J. McLeod is a second-generation Wealth Preservation Specialist with nearly two decades of experience serving families across the nation. Inspired by his father’s pioneering work in the field, Nic launched his own firm in 2005, carrying forward a legacy of trust, transparency, and client-first values. He has helped nearly 1,000 families safeguard their financial futures, earning a reputation for integrity and maintaining a spotless record free of consumer complaints. Whether working with clients from diverse backgrounds or spending time with his wife and children, Nic approaches every endeavor with the same passion and dedication that define his professional and personal life.

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