Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Date: Thursday, June 8th

Time: 6:30 PM CDT

Discover from Michael and Connor Stewart some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

1. The basics behind Required Minimum Distributions (RMDs) and their purpose.
2. Changes to RMD tables in 2023 and what that means for your retirement account.
3. The three new sets of RMD rules for 2021, 2022, and 2023.
4. Tips to legally pay the least amount of retirement taxes, helping to avoid penalties as large as 25%.
5. Strategies to help earn income from your portfolio, protecting the principle of your earnings.
6. How to make the government a smaller partner in your retirement.

Fiduciary and Financial Planner

Registration is NO COST for this breakthrough ONLINE event!

Michael Stewart has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years. 

His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author, and the host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with, Karen, his wife of 28 years, and their three children, Connor, Patrick, and Olivia.

Fiduciary and Financial Advisor

Connor has been with Crystal Lake Tax & Financial for two years after graduating with a Bachelors of Science in Management from the University of Iowa. Connor assists clients with conservative financial planning, tax mitigation, and estate planning. 

His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.

One Evening Only!

Thursday, June 8th at 6:30 PM CDT

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

"Very impressed with the professionalism, the kind service, and a quality job all taken care of! Very very highly recommended business!"

Lauren E. - Google Review

Sign Up Today to Reserve Your Spot!

During this class, discover:

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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