Understanding Your RMD Options in 2026

Complimentary Lunch & Educational Event

Learn the latest rules, avoid costly mistakes, and explore smarter strategies — over lunch on us.

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As retirement account balances continue to grow, many retirees are finding themselves facing larger Required Minimum Distributions — and potentially larger tax consequences.

Required Minimum Distributions (RMDs) can impact far more than just your IRA balance. They may affect your taxable income, Medicare premiums, Social Security taxation, and overall retirement income strategy.

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Thursday, June 11th
11:00AM
at Retirement Planners of Texas Office

12600 N. Featherwood Dr. Suite 120 Houston, TX 77034

We’re inviting you to join us for a complimentary in-person lunch and educational session designed to help you better understand today’s RMD landscape and the planning opportunities available.

Whether you’re already taking distributions or preparing for them in the near future, this event will provide timely guidance to help you make more informed decisions.

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Lunch catered by:

During This Educational Event, We’ll Discuss:

✔️ Key RMD rules and recent updates

✔️ Strategies for managing taxable distributions

✔️ Common pitfalls that can trigger unnecessary penalties

✔️ Important considerations for inherited IRAs

✔️ How RMDs may impact your broader retirement income plan

Registration Is Now Closed! Please call us with any questions: (832) 915-2700

Seating is limited. Fill out the form below to RSVP today.

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By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Jesse Dietz, an Investment Advisory Representative (IAR), offers services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retirement Planners of Texas, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Retirement Planners of Texas Insurance Group, Inc., Texas License #2489780 and Jesse Dietz, License #1387135.

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Please note you are not registered until you hear from our office.