The Secrets of Tax-Efficient Retirement with RMD Maximization and Roth Conversion: A Comprehensive Toolkit Live Webinar
Learn How to Maximize Your Retirement While Minimizing Taxes!
Register for the Webinar
Date: Monday, April 1st
Time: 7:00 PM CDT
Discover from Nicolas J. McLeod some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Learning Objectives:
✔️ Learning the step-by-step process of calculating your Required Minimum Distributions (RMDs)
✔️ Understanding how to assess and manage the tax implications of your RMDs effectively
✔️ Evaluating whether your investment portfolio's asset allocation aligns with your RMD requirements
✔️ Exploring the upcoming changes to RMD tables in 2024 and their impact on your retirement savings
✔️ Examining the extension of the Required by Date for qualified retirement plans and IRAs and its implications
✔️ Discovering the implications of the removal of Roth Account Pre-Death RMDs and the reduction of penalties for missed RMDs
✔️ Exploring the removal of barriers for Life Annuities, the expansion of Qualified Longevity Annuity Contracts (QLACs), and the evolving landscape of RMD Rules
✔️ Unveiling tax-saving strategies designed to mitigate the additional tax burdens that may arise from your RMDs
Registration is NO COST for this breakthrough ONLINE event!
PRESENTED BY NICOLAS J. MCLEOD
Founder, Author, Speaker, Educator & Advisor
Knowledgeable and Experienced Advisor, Customized Retirement Planning
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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
When?
One Evening Only!
Monday, April 1st at 7:00 PM CDT
Where?
Join us from the comfort of your couch.
View on your computer or phone!
Why Attend Our Webinar?
Webinar: an online seminar that allows participants from anywhere in the world to come together in a virtual classroom to gain insight and information on topics of interest via the internet.
It's complimentary
Our goal is to SAVE you money. All of our online presentations are hosted and available to you free of charge.
Help stay current
You're busy. Learn WITHOUT searching for hours online or spending time and money traveling to in-person conferences.
Convenience is key
Tune in from ANYWHERE. Watch and listen to our live presentation without being on camera, and with private Q&A afterward.
Gain a second opinion
Reaffirm your CONFIDENCE. Continued education is up to you for the best plan and peace of mind in your retirement.
Verified Google Reviews
*Unsolicited & Unpaid Client Testimonials
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.
- John G.
- Amy W.
- David E.
- Pamela M.
- Denise Y.
- Richard S.
During this class, also discover:
The elimination of pre-death requirements to take distributions for Roth 401(k) accounts.
Find the silver lining of opportunities for your life savings.
How the SECURE Act 2.0 updates will impact your retirement accounts.
If your advisor is not keeping up with the times you are going to be lost.
Retirement changes for 2024: Learn the new rules for your required distributions and withdrawal methods.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's 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.
©2024 NJM Wealth Preservation Strategies. All Rights Reserved.
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.