Live Webinar
Tuesday Feb 17th 6:00 PM EST
Tuesday Feb 17th 6:00 PM EST
Reserve Your Spot
Discover from Manny Soto some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
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 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 Manny Soto
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.
Discover from Manny Soto some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
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
Reserve Your Spot
Presented By Manny Soto
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.
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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