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Are you aware that your retirement account may have a Required Minimum Distribution (RMD)?

Did you know that you could be penalized up to 50% in taxes if you do not withdraw the correct RMD from your account at the proper time? That’s why this webinar is a MUST attend!

Complimentary Webinar:
“Making The Most of RMD’s”

Learn about what your REQUIRED minimum distributions might be and how to avoid a large penalty on your money.

Learn About RMDs

  • What, exactly, is an RMD and why it matters right now
  • The impact an RMD may have on your retirement
  • Understanding how an RMD is calculated
  • New laws regarding RMDs and how they may affect you

Retirement Plans & RMD Impact

  • 401(k), 457(b), SEP, SIMPLE IRA, & traditional IRA plans
  • Defined pension plans and other qualified plans
  • Do RMDs affect Roth IRAs or profit sharing plans?
  • The SECURE Act of 2019

RMDs - Laws & Taxes

  • Recent RMD law change & its potential impact on you
  • RMD rules and taxation calculations
  • Calculating your RMD (warning: mistakes are costly!)
  • Special rules for certain plans

Important Facts About RMDs

  • How marital status impacts your RMD
  • Special withdraw exceptions
  • Retirement income strategies related to RMDs
  • Post-death distributions and facts

About Your Presenter

As vice president of Advanced Markets for Allianz Life Insurance Company of North America (Allianz Life®), Waldean Wall is responsible for assisting the company’s financial professionals and their clients with financial, estate, and retirement-planning goals.

Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. Before that, he was a tax consultant in Minneapolis.

Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a master’s degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant (ChFC) designation as well as FINRA Series 7 and 63 securities registrations and has earned the enrolled agent (EA) designation.

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