What’s the Best Way to Take Distributions From My Retirement Plans?

Date: June 14th

Time: 12:00-12:45pm CT (Includes live Q&A with hosts Bill Keen and Matt Wilson)

Matt Wilson, Managing Director, Keen Wealth Advisors
Bill Keen, Founder and CEO, Keen Wealth Advisors

We will cover some of the most common questions
people face when considering retirement including:

  • What Investments or Accounts to Spend First

  • How to Receive Your Monthly Deposits

  • How to Plan Ahead for Taxes

  • What Rules You Must Know

  • What Happens To Your Assets When You Pass Away 

We look forward to having you on this lively and candid webinar with hosts Bill Keen and Matt Wilson of Keen Wealth Advisors!

Keen Wealth Advisors is a registered investment advisory firm that helps individuals and families plan for and live a fulfilling and meaningful retirement. As a fiduciary, we are bound to place your interests first.

We invite you to discover and experience the power of our financial planning and retirement planning services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.