DSA Webinar: Understanding the RMD (Required Minimum Distribution from IRAs)

Date/Time: Wednesday, May 13, 2026 | 2:00- 3:00 PM Eastern

Presenter: James Rooney, Morgan Stanley

Don’t Give Your Money to the IRS: Avoiding the 25% Penalty is an educational webinar
designed to help older adults better understand required minimum distributions (RMDs) and
other common retirement account rules that can trigger IRS penalties as high as 25%. This
session focuses on common tax pitfalls and practical strategies to help you keep more of your
money where it belongs.

Join James Rooney of Morgan Stanley for a practical, plain-language presentation that breaks
down what the IRS expects, where people often go wrong, and how to avoid costly penalties.
Whether you manage your finances independently or work with an advisor, this webinar will
provide clarity, confidence, and actionable knowledge to support informed financial decisions.
This session is educational in nature and ideal for retirees, pre-retirees, and anyone helping
manage finances for an older adult.

What You Will Learn:
● What triggers the IRS 25% penalty and how required minimum distributions (RMDs)
work
● Common retirement account mistakes—and simple steps to avoid them
● Smart planning strategies to stay compliant and protect your retirement income
Accessibility: Presented in ASL, voiced in English, and fully captioned

Presented in Partnership With: CSD Access

Registration: https://csdvirtual.zoom.us/webinar/register/WN_4wmPGpXzTI-mMhS5P4Ox8Q