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Join me for a live webinar on Tuesday September 27th, 2022 at 7:00 pm PST.
Are you in or quickly approaching the time in your life where work is optional? Are your stock options, large retirement plan balances and high tax income tax rates making you realize your situation is more complex than you had anticipated?
Let me help you simplify your retirement plan distribution options and financial planning strategies in this live webinar.
I will discuss:
- Tax implications for retirement plan distributions
- Early withdrawal penalties
- Penalty exceptions
- The ABCs of RMDs (Required Minimum Distributions)
- Roth Conversion Strategies
- Planning strategies for Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges
P.S. You can find all of my retirement planning articles here at Meritage Wealth Management
Meritage Wealth Management is an Investment Advisor registered with the State of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. MWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall MWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if MWM or a MWM authorized representative has been advised of the possibility of such damages. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.
