Making the Most of Your RMDs in 2025

A Special In-Person Lunch Event for Current Clients

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

After a strong 2024 market, many retirement accounts ended the year higher than expected. While that’s great news, it could also mean a larger Required Minimum Distribution (RMD) for 2025—and a potentially higher tax bill.

REGISTER TODAY

Thursday, June 19th
11:00am-2:00pm
at Retirement Planners of Texas

12600 N. Featherwood Dr., Suite 120, Houston, TX 77034
Catered by Jason's Deli

If you have a Traditional IRA, 401(k), or other qualified retirement account and are age 73 or older (or approaching that age soon), this event is designed just for you.

Join us for a complimentary client lunch and educational session where we’ll walk you through everything you need to know about RMDs this year.

What You’ll Learn:

✔️ How 2024 market gains could affect your 2025 RMD

✔️ What the updated RMD rules mean for you (age 73 is now the starting point)

✔️ How to calculate your RMD using the IRS distribution period

✔️ Tax-saving options like Qualified Charitable Distributions (QCDs)

✔️ How to simplify RMDs from multiple accounts

✔️ Why Roth accounts don’t require RMDs—and what that means for your estate

Catered by Jason's Deli

Registration Is Now Closed!

Please call the office with any questions: (832) 915-2700

Catered by Jason's Deli

This session is exclusively for current clients. Seating is limited.

Reserve your seat by calling us at (832) 915-2700
Or fill out the form below to RSVP today.

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IMPORTANT CONSUMER INFORMATION

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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