Upcoming Webinar
Tuesday, July 28th at 7:00 PM ET

Minimize Taxes and Protect Your Nest Egg

✓  Help reduce risk, lower taxes, and better protect your wealth.

✓  Walk away with practical strategies you can use now.

✓  Attend the webinar and get your personalized review, free.

Click the button to secure your spot!

1

Deadlines to watch: When you have to take money out of your retirement accounts and what the penalties look like if you miss.

How it’s figured: The formula behind required withdrawals and the few exceptions that might apply.

2

Taxes and withdrawals: The way these payouts affect your tax bill and how to soften the impact.

3

What to do with the money: Options for using your withdrawals wisely, including how it works if you leave accounts to family.

4

Planning ahead: Simple strategies to stay on top of the rules and keep your retirement steady.

5

Most expensive events are generic, offering little actionable insight or personalized guidance, leaving you with unclear next steps and no real improvement to your retirement plan.

A focused, under-one-hour live session with one expert who breaks down your RMDs, plus a live Q&A — all personalized and no sales pressure.

David J. Scranton is an Amazon Bestselling Author, Money Manager, and founder of: Sound Income Strategies, The Retirement Income Store®, Advisors’ Academy, and Scranton Financial Group. This busy entrepreneur is changing the face of retirement for Baby Boomers.

David Scranton is on a mission to reach 7 out of 10 Baby Boomers with an important message: When it comes to planning and saving for retirement, it’s all about Investing for Income.

As an independent financial advisors, with more than 30 years of experience, David Scranton has specialized in the universe of income-generating investment strategies for the past 20 years.

Occasionally sought out to share his insights on the financial markets on networks like CNBC, Bloomberg, and Fox Business, David Scranton is also the host of his own financial TV show, The Income Generation Show.

The show airs on Newsmax TV and is broadcast to more than 70 million households every Sunday at 10 a.m. Each week, financial celebrities like Steve Forbes, Peter Morici, and Mohamed El-Erian join David to discuss the financial issues that are most important to retirees, and anyone close to retirement age.

As the host of The Income Generation Show, David has completed more than 100 episodes and is recognized as a fixed-income specialist when he is invited to appear on financial news shows, like Mornings with Maria on Fox Business.

Who is this webinar designed for?

It’s for anyone who wants straightforward, practical guidance on managing and optimizing their RMDs and Taxes.

How long is the webinar?

The session runs less than an hour and includes expert advice plus a live Q&A to answer your specific questions.

Is the webinar truly free?

Yes, it’s completely free with no commitments. Plus, attendees receive a complimentary personalized RMD analysis.

Register for our Upcoming Webinar to Reserve Your Spot!

Upcoming Webinar
Tuesday, July 28th at 7:00 PM ET

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document

are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source SFG is a franchisee of Retirement Income Source®. Retirement Income Source SFG, Retirement Income Source,® and Sound Income Strategies LLC are associated entities.

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