06/03/2026
Not sure how the latest RMD changes could affect you?
Recent updatesโincluding SECURE 2.0, changes to Roth 401(k) rules, annuity-related planning opportunities, and evolving spousal and beneficiary guidelinesโhave made retirement planning more complex than ever.
If you're nearing (or already taking) Required Minimum Distributions (RMDs), it's important to understand how these changes may affect your taxes, Medicare premiums, and long-term retirement income.
๐๐ผ๐ถ๐ป ๐๐ ๐ณ๐ผ๐ฟ ๐ผ๐๐ฟ ๐๐ฅ๐๐ ๐น๐ถ๐๐ฒ ๐๐ฒ๐ฏ๐ถ๐ป๐ฎ๐ฟ ๐๐ผ๐ฑ๐ฎ๐, where Mike will break down what has changed, what it could mean for your retirement, and planning considerations you may want to be aware of.
In this session, you'll learn how to:
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Stay up to date on SECURE 2.0 and recent RMD changes
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Explore strategies that may help reduce taxes on retirement income
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Avoid unexpected Medicare premium increases (IRMAA)
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Understand how these rules can impact healthcare planning, beneficiaries, and your overall retirement strategy
๐ฅ๐ฒ๐๐ฒ๐ฟ๐๐ฒ ๐๐ผ๐๐ฟ ๐๐ฝ๐ผ๐ ๐ต๐ฒ๐ฟ๐ฒ:
https://vantagefinancialgroup.retirement-pros.com/webinar-rmd