Mastering Tax Efficiency: Essential Strategies for RMD Maximization and Roth Conversion  Live Webinar 

Maximizing Retirement: RMDs, Lifestyle, Legacy, and Tax Planning

Register for the Webinar

Date: Wednesday, April 24th

Time: 10:00 AM 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:

✔️ Understand Required Minimum Distributions (RMDs) and their impact on retirement accounts.


✔️ Plan ahead by developing contingency plans for unexpected expenses or economic downturns to maintain desired lifestyle.


✔️ Consider your retirement income sources: Stay informed about market trends and adjust investment strategies accordingly.


✔️ Establish a comprehensive estate plan, including wills, trusts, and asset distribution strategies.


✔️ Strategically convert traditional retirement accounts to Roth accounts to optimize tax advantages.


✔️ Utilize tax-loss harvesting to offset gains in taxable accounts and keeping volatile assets outside of tax-exempt accounts to manage risk.


... and more!

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

*By completing this form to register, you agree to receive SMS notifications related to the webinar you are registering for. Standard message rates may apply. You can opt-out at any time by replying "stop".

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 Morning Only!

Wednesday, April 24th at 10:00 AM CDT

days
hours
minutes
seconds
00
00
00
00
days
hours
minutes
seconds

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.