Understanding Your RMD Options in 2026

Complimentary Lunch & Educational Event

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

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 qualified account's balance. They may affect your taxable income, Medicare premiums, Social Security taxation, and overall retirement income strategy.

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Tuesday, October 20th
11:00AM - 2:00PM
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. No products are offered or sold at this event.

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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


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

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Insurance products and services are offered by Retirement Planners of Texas Insurance Group, Inc. TX Insurance Lic. # 2489780 and Jesse Dietz TX Insurance Lic. # 1387135. Jesse Dietz is also an Investment Advisory Representative and offers advisory services as Retirement Planners of Texas, LLC which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Retirement Planners of Texas Insurance Group, Inc. and GWM are not affiliated entities.

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