Live Webinar
Tuesday, Sep 30th 7:00 PM CDT
Tuesday, Sep 30th 7:00 PM CDT
Reserve Your Spot
Discover from KEVIN WILKISON some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Presented By KEVIN WILKISON
I am an independent financial advisor with offices in Bentonville, AR. Having graduated from the University of Arkansas with a BS in economics, I am now closing in on 20 years as a financial professional. Having founded Innovative Financial Strategies in 2003, I have succeeded in remaining independent while also working with the top carriers in the industry. I believe that keeping my business independent has been crucial in allowing me to provide a highly personalized and trusted service to my clients. Outside of work I am a keen outdoorsman who enjoys spending time hunting, fishing, and playing sports with my five sons. I am also active in my local church and community.
Discover from KEVIN WILKISON some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Reserve Your Spot
Presented By KEVIN WILKISON
I am an independent financial advisor with offices in Bentonville, AR. Having graduated from the University of Arkansas with a BS in economics, I am now closing in on 20 years as a financial professional. Having founded Innovative Financial Strategies in 2003, I have succeeded in remaining independent while also working with the top carriers in the industry. I believe that keeping my business independent has been crucial in allowing me to provide a highly personalized and trusted service to my clients. Outside of work I am a keen outdoorsman who enjoys spending time hunting, fishing, and playing sports with my five sons. I am also active in my local church and community.
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
A Renaissance has begun in the World of Investing
Find the silver lining of opportunities for your life savings.
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs)
If your advisor is not keeping up with the times you are going to be lost.
You can help reduce your tax rate in retirement like never before in your life.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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