Tue, Aug 26th 3:00 PM PST
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
Abel Vasquez & Joe Yniguez bring more than 40 years of combined experience in the financial services industry, helping individuals, families, business owners, and retirees develop personalized strategies for retirement, wealth preservation, estate planning, income planning, life insurance, annuities, long-term care, and other financial planning needs. Having worked together for over 20 years, they take an educational, client-first approach, beginning with a comprehensive financial needs analysis to better understand each client's goals before exploring appropriate solutions. By leveraging relationships with respected financial institutions, insurance carriers, and an experienced support team, Abel and Joe are committed to simplifying complex financial topics and helping clients make informed decisions with confidence. Their mission is to provide thoughtful guidance, exceptional service, and long-term support through every stage of the financial planning journey.
Join us from the comfort of your couch.
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