Transform your retirement with proven tax strategies during our webinar "IRA and 401k RMD Planning to Protect Your Retirement Assets"
Discover recent law changes and strategic planning for a secure financial future.
Why you should attend
1. SAVE ON TAXES
Learn how to save on taxes during retirement through smart strategies.
2. MINIMIZE RISK AND FEES
Discover ways to reduce risks and minimize fees to grow your retirement income.
3. EXPERT GUIDANCE
Get insights from professionals on protecting and growing your retirement savings.
Tuesday, October 22
11:00 AM
Session Topics
RMDs for IRAs, Inherited IRAs, 401(k)s & 403(b)s
Discover how to help use the new SECURE Act rules to re-think how to plan your retirement income strategy and reduce your taxes.
IRA Beneficiary Design
Did you know that how you fill out your beneficiary forms can be more impactful than your Living Trust? Learn to maximize your estate planning with the proper terms.
New IRA Penalty Rules
Retirement accounts have rules that, if broken, can carry 10%-25% penalties, plus tax consequences. We’ll explain what to know to protect yourself.
New Inherited IRA Rules
Learn how to use the new SECURE Act 2.0 rules can hurt or help protect your children and the people you care about.
New RMD Roth Rules
There are now even more considerations of why to put money in and how to take money out of Roth IRA and other Roth accounts.
Christian Cordoba
With over 30 years of experience, Chris Cordoba specializes in helping successful individuals grow and protect their wealth, focusing on simplifying financial management complexities. He enables clients to focus on enjoying life while he handles their strategic financial needs. Chris has deep, holistic knowledge of financial planning and is highly skilled in navigating the intricate tax system and evolving financial regulations, ensuring clients’ assets are efficiently managed.