Tue, Jun 2nd 6:00 PM EST
Registration is NO COST for this
breakthrough ONLINE event!
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
Gerard is a U.S. Marine Corps veteran and licensed Financial Fiduciary with over 16 years of experience, based in Las Vegas. Through Legacy Financial LLC and strategic partnerships with FIG Group and the Virtual Family Office, he designs comprehensive retirement plans that deliver clarity, stability, and long-term security. By integrating income planning, tax efficiency, long-term care strategies, estate coordination, and asset protection into one cohesive framework, Gerard ensures his clients are prepared for longer lifespans and today’s evolving financial landscape. Guided by integrity, he helps clients retire with confidence. NV License #3579628, Licensed in 20+ states.
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