Are you Retired or about to Retire?

Avoid the 10 Most Common

IRA & 401(k) Retirement Mistakes.

Learn how to Avoid unnecessary taxes, penalties or withholdings

on your retirement accounts so that you can have confidence

when making decisions with your life’s savings.

100% Educational • For Individuals Age 55+

Many retirees unintentionally trigger avoidable taxes, penalties, or withholding requirements when moving money from a retirement plan. This short educational video explains the most common issues people encounter so you can make informed decisions on your qualified retirement accounts distribution.

What You’ll Learn in This Free Educational Video:

• How IRS withholding rules may affect your distribution.

• How multiple accounts can impact RMD planning.

• How fees and investment options vary across retirement platforms.

• How to understand IRS rollover rules to help avoid unintended penalties.

• How a properly planned Roth conversion may support long-term tax efficiency.

• How to avoid the 20% mandatory withholding.

• How to organize multiple retirement accounts into a coordinated strategy.

• How to explore options for creating consistent retirement income.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance Products offered through many fine carriers.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth, nor its representatives, offer tax or legal advice.

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