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

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

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

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

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

✔️ Tax-Loss Harvesting: Learn techniques to minimize taxes on investment gains through tax-loss harvesting.

... and more!

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 NJM.

“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.”

Years in Business

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Nic is the kind of professional I love to do business with; because it’s his business, he will go the extra mile for you. And when I say, the extra mile, it’s probably more like - the extra TEN miles. His strategies are smart and you’ll almost immediately start to see those strategies begin to pay off for you.

If you’re looking for a wealth professional who will value your business and care about your money as if it was his own, give Nic a call - you will not be disappointed!

- John G.

With rapid market fluctuations, there's potential for significant gains, and understanding the best strategies to capitalize on these fluctuations is crucial.

Anticipate upcoming reforms in RMD regulations and their implications on retirement investments. Learn proactive planning strategies to optimize returns and safeguard assets amidst evolving RMD requirements.

Learn about our proven strategies for managing income during your RMD years, ensuring financial stability and peace of mind.

• Simplify your financial life: We'll handle the complexities so you can focus on what matters most.
• Maintain your lifestyle: We'll create a plan to ensure your retirement income supports your desired lifestyle.
• Empower your decisions: We'll provide the information and guidance you need to make confident choices.
• Build a lasting legacy: We'll help you create a financial strategy that reflects your values and goals.

If you're ready to take control of your financial future, we're here to help.

© 2024 NJM Wealth Preservation Strategies. All Rights Reserved.

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Investment Advisory Services offered by James Jurica, CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. NJM Wealth Preservation Strategies and Wealth Watch Advisors are not associated entities.