RMDs & Taxes: Retirement PlanningLive Webinar 

Learn how to help avoid paying a 50% penalty on your RMD’s to the IRS!

Register for the Webinar

Date: Tuesday, January 31st

Time: 7:00 PM EST

About The Webinar

Discover from Erich Castillo 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 2023 and what that means for your retirement account  
  2. The three new sets of RMD rules for 2021, 2022, and 2023  
  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  

PRESENTED BY ERICH CASTILLO

CLU, ChFC President & Founder

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Erich Castillo is founder and president of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky.

Registration is NO COST for this breakthrough ONLINE event!

While earning a Bachelor degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women's gymnastics, and men's tennis teams.


Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.


Erich prides himself on continuing his education and the research of emerging market trends and new investment opportunities. He is currently an Investment Advisory Representative.He also has his Life, Accident, Health and Variable Insurance and Annuity designation so he can act as a comprehensive resource for his clients. In order to expand his service to the community, he added a certification as a Renaissance Advisor, which allows him to assist clients in the area of charitable gifting and the development of charitable remainder trusts. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.


Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky. She is a native of Louisville and graduated from Male High School. Together, they have two great sons, Brandon and Carson. Emily and Erich are avid UK Wildcat fans, but Brandon and Carson have broken ranks to become U of L Cardinal fans...go figure!

When?

One Evening Only!

Tuesday, January 31st at 7:00 PM EST

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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 50% 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.

Copyright 2023

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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