Free Webinar
Required Minimum Distributions
About the Webinar
Navigating Required Minimum Distributions (RMDs) can feel overwhelming, but it doesn’t have to be. Join us for a 37 minute webinar where we’ll break down everything you need to know about RMDs. Learn when RMDs apply, how they’re calculated, and the potential impact on your retirement savings. We’ll also cover common mistakes to avoid and strategies to manage your withdrawals effectively to minimize taxes and keep your retirement plan on track.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey Securities, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: Howard Bailey Financial Home Office, 5916 Covington Rd., Fort Wayne, IN 46804. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
©2024 HOWARD BAILEY FINANCIAL, INC.
Casey Weade
Webinar Host