Wednesday April 22nd 3:30PM PST
Registration is NO COST for this
breakthrough ONLINE event!
Changes to RMD tables in 2026 and what that means for your retirement account
The three new sets of RMD rules for 2026
Push back of RMD 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
Manuel Soto, “The Financial Architect,” has been in the financial industry for nearly two decades. He is the owner and CEO of TFA Insurance Advisors, which is headquartered in Chino Hills, CA. Manny went from a TOP producing agent to a broker/owner at a young age. By following his personal mantra, “Change what you’re doing to change what you’re getting”, Manny has accumulated close to 2,000 personal clients and has trained thousands of insurance agents, registered representatives, and investment advisors. What sets Manny apart from other financial representatives is his needs based planning programs. He does not believe in a one size fits all strategy. Manny knows that designing a course of action varies contextually. He knows that a beginner family has different needs than a senior citizen in their retirement age. His ability to customize these plans is possible because of his financial skill set developed through years of experience and study. Manny is a HUGE believer in results based financial strategies and enjoys sharing his knowledge by speaking publicly. In order to spread the word on the ever changing financial industry, he often speaks at events on programs ranging from Social Security, annuities, life insurance, college planning, business structures, reverse mortgages, and many more. During the pandemic, Manny also made a decision to franchise the financial planning opportunity. In this way, he hopes to expand The Financial Architect’s reach so that people all over the United States are receiving the financial knowledge they deserve.
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