How One RMD Can Increase Taxes Throughout Your Retirement

Date

Thursday, August 20, 2026

Time

10:00 AM America/Los Angeles

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About this event

For corporate retirees, a Required Minimum Distribution can affect more than a retirement account balance. One withdrawal may influence taxable income, Medicare-related costs, and other financial considerations in ways many corporate retirees do not anticipate.

In this webinar, we'll examine how RMDs can create ripple effects across multiple areas of retirement planning. Learn what changes retirees commonly encounter and what considerations may be worth reviewing before withdrawals begin.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867

Wesley Boudreaux

Wesley Boudreaux is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate clients for more than 20 years, allowing him to become very familiar with corporate benefits plans. This allows him to provide you a full understanding of your benefits as you transition into retirement. Making a single mistake during this period can cost you greatly and Wesley will help you avoid these mistakes and truly understand and achieve your retirement goals. Prior to joining The Retirement Group, Wesley held positions as a Financial Advisor at Fidelity Investments, UBS, and Morgan Stanley Smith Barney. This has given him the unique experience of working at a discount brokerage firm and 2 major wirehouse firms. Understanding the pros & cons of these firms, led him to make the move to an independent firm (The Retirement Group) allowing him the opportunity to provide Fortune 500 clients with unbiased solutions. MarketWatch, along with several ABC, NBC & Fox Affiliates have featured Wesley's articles.

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