RMD Rules & Tax Strategies: Maximize Your Retirement Savings
- Protect Your Savings from Taxes and Penalties
- Safeguard Your Wealth Against Market Uncertainty
- Ensure You Don’t Outlive Your Savings
As Seen On
Webinar Schedule
This Thursday
At 6:30 PM PST
Host: Anthony A. Saccaro, ChFC, J.D., Esq.
Named by Forbes as a top financial leader in California, Anthony has helped individuals secure their finances and retirement since 1999. A regular contributor to CNBC and Fox Business Network, he also hosts the Providence Financial Retirement Show. His insights appear in major publications like The Wall Street Journal and USA Today, and he authored the Amazon best-seller More Life Than Money.
Live Chat Q&A
Live chat is limited to 100!
What You’ll Learn in This Must-Attend Webinar
🔴 Mistake #1: Not Knowing How The New “SECURE ACTS” Impact Your Accounts
🔴 Mistake #2: Missing a Required Minimum Distribution – A Costly Error
🔴 Mistake #3: Not Properly Designating Beneficiaries – Avoid Costly Legal Issues
🔴 Mistake #4: Rollover Rules That Could Cause Immediate Taxation
🔴 Mistake #6: The Secret to Converting Your Retirement Account to TAX-FREE INCOME
…and much more!
🚀 Bonus for Attendees:
✅ FREE Customized Retirement Risk Report ($2,500 value!)
✅ Q&A Session with an Industry Expert
Achieve financial well-being. Gain clarity. Help secure your future. Register for our webinar today.
We help you to gain financial well-being through proactive planning and education. Our personalized approach and informative webinars empower you to make informed decisions for a secure future.
Join us for our exclusive webinar where we reveal:
Financial planning often feels like a chore—but securing your retirement shouldn’t.
We specialize in retirement planning to help you navigate the complexities of RMDs and Taxes, ensuring your long-term financial stability.
- RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
- RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
- RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
- RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.
- RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.
Anthony is a nationally recognized financial expert with over 25 years of experience in conservative retirement planning. As a fiduciary financial advisor, he is dedicated to helping retirees navigate complex financial decisions while keeping their best interests at heart. His expertise has helped countless Baby Boomers and retirees preserve their wealth, reduce tax burdens, and create sustainable income strategies.
Why this Webinar is a Must Attend:
- Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues, protecting your retirement savings.
- Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.
- Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts, who can provide clarity on complex topics and answer your specific questions for better financial planning.
Are you a hard working baby boomer seeking a worry-free retirement?
- Simplify your financial life: We'll handle the complexities so you can focus on what matters most.
- Maintain your lifestyle: We'll create a plan to help ensure your retirement income supports your desired lifestyle.
- Empower your decisions: We'll provide the information and guidance you need to make confident choices.
- Build a lasting legacy: We'll help you create a financial strategy that reflects your values and goals.
About The Host
Anthony A. Saccaro, ChFC, Esq., is a recognized financial leader in California, honored by Forbes in 2013, 2015, and 2019. Founder of Providence Financial & Insurance Services (1999) and Anthony Saccaro Law (2020), he is both a financial planner and attorney dedicated to educating clients on investment strategies, retirement planning, and financial security.
His bestselling book, More Life Than Money – How Not to Outlive Your Savings, released in 2023, helps readers avoid financial pitfalls in retirement. A frequent guest on major media outlets like CNBC, Yahoo Finance, and FOXBusiness, he also hosts The Providence Financial Retirement Show on KNX AM 1070.
Outside of work, he enjoys golf, family travel, and studying the Bible with his wife Anca and their two children, Aiden and Audria.
Redefining Retirement with Providence Financial & Insurance Services
We aim to provide our clients with the best investment and financial education so they can better understand how to leverage their investments and maximize their retirement income.