RMDs & Taxes: Retirement Planning

Live Webinar

Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Register For The Webinar

Tuesday Feb 17th 6:00 PM EST

RMDs & Taxes: Retirement Planning

Live Webinar

Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Register For The Webinar

Tuesday Feb 17th 6:00 PM EST

Reserve Your Spot

Registration is NO COST for this

breakthrough ONLINE event!

About The Webinar

Discover from Manny Soto some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

During this webinar you will discover:

  1. Changes to RMD tables in 2026 and what that means for your retirement account

  2. The three new sets of RMD rules for 2026

  3. Push back of RBD for qualified retirement plans and IRAs

  4. Removal of Roth Account Pre-Death RMDs

  5. Reduction of missed RMD penalty tax

  6. Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules

Image

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.

About The Webinar

Discover from Manny Soto some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

During this webinar you will discover:

  1. Changes to RMD tables in 2026 and what that means for your retirement account

  2. The three new sets of RMD rules for 2026

  3. Push back of RMD for qualified retirement plans and IRAs

  4. Removal of Roth Account Pre-Death RMDs

  5. Reduction of missed RMD penalty tax

  6. Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules

Reserve Your Spot

Image

Presented By Manny Soto

Registration is NO COST for this

breakthrough ONLINE event!

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.

When?

One Day Only!

Tuesday Feb 17th 6:00 PM EST

Where?

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Registration is FREE for this exclusive ONLINE event

Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Sign Up Today to Reserve Your Spot!

RMDs & Taxes: Retirement Planning

[LIVE WEBINAR]

During this class, discover:

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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