White Paper – Understanding Required Minimum Distributions

Licensed in AZ,FL,IL,KS,KY,NM,TX,VA, MO, WI
Investment Advisory services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm and Mid-American Wealth Advisory Group, INC. a State-Registered Investment Advisory Firm. Mid-American Wealth Advisory Group and Sound Income Strategies, LLC, are not associated entities.
The determination of which investment advisor to engage is an important decision and should not be based solely upon advertisements or self-proclaimed expertise. Our use of the term “expert” or our description of our areas of concentration or practice limitations does not mean that an agency or board has certified MAWAG as a specialist or expert in wealth management and investment portfolio solutions. All potential clients are urged to make their own independent investigation and evaluation of MAWAG.
This worksheet will help you keep your wallet cheery while checking off your Christmas List.