Please, join local retirement planner, Brian Levy, for an educational program designed for retirees or those approaching retirement. He will explain current IRA rules, tax-savings strategies and common mistakes that can be avoided.
Topics We’ll Cover Include:
- Strategies designed to help avoid running out of income during retirement.
- Strategies to help manage your federal and state income taxes on your IRA and 401(k).
- The common mistakes you can make when going through an IRA rollover at retirement.
- Strategies to convert a Roth IRA to a traditional IRA or reasoning why it may not be an option.
- Strategies to postpone or reduce taking Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money)!
- How you can potentially turn even a small IRA into a significant asset for your children or grandchildren.
About Our Presenter:
Brian Levy – Founder
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344
About Our Presenter:
Brian Levy – Founder
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344