RMDs & Taxes: Retirement Planning

Live Webinar

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

Register For The Webinar

Tue, Jul 21st 5:00 PM PST

Reserve Your Spot

Registration is NO COST for this

breakthrough ONLINE event!

About The Webinar

Discover from Stuart Turck some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

During this webinar you will discover:

  • 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

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Presented By Stuart Turck

Stuart Turck is the Founder of Fidelis Legacy Wealth Strategies, where he helps individuals and families build, protect, and pass on wealth with clarity, confidence, and purpose. With more than 22 years of experience as a Finance and Sales Manager, Stuart developed a deep understanding of how financial decisions impact real people—not just numbers on a page. Today, he brings that experience into his work as a Wealth Strategist, focusing on helping clients create reliable, tax-efficient income they can depend on throughout retirement. Stuart specializes in tax-free retirement strategies, income planning designed to last a lifetime, life insurance solutions (term and permanent), and legacy and wealth transfer planning. His philosophy is built on one core principle: stewardship—the belief that wealth should be managed wisely, protected intentionally, and structured to benefit both current and future generations. He began his financial services career with DuVall Financial Group and continues to work closely with Simplicity DFG, utilizing their platform to deliver high-level solutions and service to his clients. In addition to his work in financial services, Stuart is involved in real estate investment opportunities, including syndications, helping families access institutional-quality multifamily and alternative investments that may not be available to them independently. A proud United States Marine Corps veteran (1986–1998), Stuart brings a disciplined, mission-driven approach to everything he does. As a husband and father, he has intentionally built his business to operate primarily in a virtual environment—allowing him to be present with his family while continuing to serve clients across the country. He believes that true wealth is not just measured financially, but also by time, freedom, and the ability to be there for the people who matter most. At its core, his work is about something simple, but powerful: Helping people win financially—without unnecessary risk—and build a legacy that lasts.

When?

One Day Only!

Tue, Jul 21st 5:00 PM PST

Where?

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Registration is FREE for this exclusive ONLINE event

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

Sign Up Today to Reserve Your Spot!

RMDs & Taxes: Retirement Planning

[LIVE WEBINAR]

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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