Register for our event!

December 3rd

at 6:00 PM

7021 W 135th St

Overland Park, KS 66223

JOIN US

Learn about Taxes & RMD Strategies

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What
You'll Learn:

- When your RMDs begin under current rules (age 73, or 75 if born in 1960 or later) and how your amount is calculated


- Key year-end deadlines, including the December 31 cutoff and special rules for first-time RMD takers


- The steep IRS penalty for missed or short distributions, and how to avoid it


- How RMDs can raise your tax bracket, increase Medicare premiums, and make more of your Social Security taxable


- Strategies that may reduce your future RMDs and lower your taxes, including Roth conversions and Qualified Charitable Distributions (QCDs)


- How today's decisions affect the IRAs you leave to your loved ones

What To Expect:

Time to get your questions answered by CEO Alan Becker and the RSG team over a complimentary dinner at YaYa's Euro Bistro!

This event is intended for first-time attendees only.

RSG Investments, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training, nor constitute an endorsement by the SEC. Insurance products and services are offered and sold through Retirement Solutions Group, Inc. RSG Investments, LLC and Retirement Solutions Group, Inc. are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. This event is for informational purposes only and should not be considered legal, tax, or investment advice or as a recommendation of any particular strategy or product.

Your Presenter: Alan Becker

Alan leads the team at RSG Investments, LLC, helping clients pursue financial independence with a fiduciary duty to act in their best interest. He’s passed the Series 65 exam and holds insurance licenses in multiple states, including Kansas and Missouri. A U.S. Navy veteran, Alan lives in Overland Park, Kansas, with his wife, Kristina, and their three sons, and stays actively involved in veteran-related charity work.