The RMD and Tax Playbook:
Winning Strategies for Retireees
Discover Strategies to Help Dodge a 25% IRS Penalty
This webinar starts in:
What you’ll learn
Master the art of navigating your retirement strategy:
Calculating Required Minimum Distributions, mitigating tax impacts, and aligning investments with your retirement and risk goals.
Smart Withdrawal Strategies:
Discover optimal ways to withdraw from your retirement accounts while minimizing taxes.
Legacy and Wealth Transfer Planning:
Explore tax-efficient ways to pass your wealth to future generations, securing your family’s financial future.
Retirement Income Taxes:
Understand which types of retirement income are taxable and discover practical methods to reduce your tax burden.
Facing today’s financial turmoil, how can you help protect your retirement? Nathan Cox is here to help guide you through the storm.
Presenter
Nathan Cox
Co-Founder of Retirement Income Solutions, LLC
Nathan Cox is committed to providing his clients with superior customer service and peace of mind through time-tested investment strategies designed to help minimize risks while generating dependable income in all market conditions.
Through financial education and his expertise in the Universe of Income Generating Investment Options, Nathan has helped countless individuals and families achieve their long-term financial goals with less worry and greater peace of mind.
In addition to retirement planning and income solutions, Nathan is experienced in helping clients with a comprehensive range of financial services, including investment management, 401(k) and IRA rollovers and conversions, insurance and long-term care planning, and more.
Along with fellow Retirement Income Solutions co-founder Lindsey Cotter, Nathan is co-author of the acclaimed book, “Victory Lap: Winning the Race to and Through Retirement.”
About Retirement Income Solutions
Retirement Income Solutions, LLC is an independent, full-service financial firm built on trust, reliability, experience, and specializing in retirement planning. As an independent firm, we represent our clients and their interests rather than any specific company. We believe independence is vital to delivering objective, unbiased recommendations for each client’s needs.
Lindsey Cotter
Co-Founder of Retirement Income Solutions, LLC / Investment Advisor Representative / Published Author
Nathan Cox
Co-Founder of Retirement Income Solutions, LLC / Investment Advisor Representative / Published Author
Tyson Asay
CFP®, Investment Advisor Representative
Bruner Stephenson
Investment Advisor Representative
Judson Pyatt
CFP®, Investment Advisor Representative
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