Feeling ready to retire, but want to make sure all your retirement ducks are in a row?

During this 2 part webinar event, we will cover:

#1 Taxes

Learn ways to help pay the minimum in taxes when using money in your IRA or 401K.

#2 Market Volatility

Learn what savvy investors do to help avoid market losses but still grow their savings.

#3 Social Security

Did you know there are 567 ways to claim your Social Security benefits? Learn the ways to help ensure you’re optimizing your benefits!

#4 RMDs

Understand the recent changes to Required Minimum Distributions and ways to help avoid costly penalties.

#5 Income Planning

Time your withdrawals from each account to help ensure you reduce taxes and get more income!

#6 Avoid Mistakes

Learn ways to help avoid the most common retirement planning mistakes that could potentially cost you thousands.

I will walk you through a detailed roadmap, covering key milestones, greatest risks to avoid and important considerations, from financial planning to lifestyle adjustments.

* This is a 2 Part Webinar Event.

• Apr 15, 2025 12:00 PM
• Apr 22, 2025 12:00 PM

Register Here.

During this webinar, the facilitator may promote their services and/or written publications. NMA makes no representation or warranties (express or implied) about the quality of accuracy of the information contained in the webinar materials or services offered by the facilitator. NMA policy requires all facilitators to disclose any financial or other interest in all products, services, instruments, devices, or materials used during this learning event.

For any questions or technical assistance, please call the NMA Office at (937) 294-0421.

NMA is committed to providing a welcoming and inclusive environment for all its staff and members. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other protected category as outlined by applicable laws.