Speaker: Clarke Holt, Wealth Adviser

In this retirement planning webinar led by Clarke Holt, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important. The discussion covers the most common IRA questions, including when required minimum distributions (RMDs) begin, how they’re calculated, and the costly mistakes to avoid. It also explains how IRA withdrawals are taxed, how they can impact Social Security and Medicare premiums, and why tax rates are an important part of long-term planning. Viewers will also learn strategies such as coordinating investments across account types, using direct rollovers to avoid unnecessary taxes and penalties, and evaluating when Roth conversions may help reduce future tax risk. The session wraps with practical takeaways and guidance on how to coordinate IRA planning with a broader retirement and estate plan so money can last longer—and work more efficiently for the years ahead.

Register for the Noon Webinar

Submit questions ahead of time:
marketing@elevate-wealth.com