Making the Most of Your RMDs

A Special In-Person Client Event

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

After several years of market growth — along with increased volatility — many retirement accounts remain significantly higher than they were just a few years ago. While that’s good news for long-term planning, it can also lead to larger Required Minimum Distributions (RMDs) and higher tax bills.

RMDs are calculated based on your account value at the end of the previous year. That means even modest gains, combined with inflation and higher balances, can push more of your retirement income into taxable territory.

REGISTER TODAY

Thursday, January 8th
11:00AM
at Retirement Planners of Texas Office

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

Lunch will be provided

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 specifically for you.

Join us for a complimentary, in-person client lunch and educational session where we’ll walk through what’s new, what’s changed, and what strategies may help you handle your RMDs more efficiently this year.

Catered by Jason's Deli

What You’ll Learn:

✔️ How recent market performance may impact your 2026 RMD

✔️ What taking your first RMD for the 2025 tax year entails

✔️ Current RMD rules and how the age-73 requirement applies to you

✔️ How to calculate your RMD using the IRS distribution tables

✔️ Tax-saving strategies such as Qualified Charitable Distributions (QCDs)

✔️ How to simplify RMDs when you have multiple retirement accounts

✔️ Why Roth IRAs do not require RMDs — and what that may mean for your estate plan

Registration Is Now Closed!

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

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.

Don’t let rising account balances lead to unnecessary taxes. Join us for clarity — and lunch — on January 8, 2026.

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