Live Webinar
Tuesday, October 14th 3:00 PM PST
Tuesday, October 14th 3:00 PM PST
Reserve Your Spot
Discover from Luis Lupercio some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD 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
Presented By Luis Lupercio
I am a financial planner & educator for families and businesses. I lead with philosophy— “pay yourself first,” to help align compounding, risk, and tax effects to your advantage—then protect and replace income to build generational wealth. Offered via workshops, 1-on-1 planning, and optional mentorship.
Discover from Luis Lupercio some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD 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
Reserve Your Spot
Presented By Luis Lupercio
I am a financial planner & educator for families and businesses. I lead with philosophy— “pay yourself first,” to help align compounding, risk, and tax effects to your advantage—then protect and replace income to build generational wealth. Offered via workshops, 1-on-1 planning, and optional mentorship.
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View on your computer, tablet, or phone!
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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