Presentation Topics include:
- How the biggest tax law passed in the last 30 years and upcoming tax changes could impact your retirement
- Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes
- Ways to help reduce risk in a volatile market – protecting against loss and ensuring you won’t outlive your income
- Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed or never taxed?
- How you may be able to reduce or eliminate tax on your Social Security
- Ways to protect your portfolio and plan for rising healthcare costs
- Learn about “sneaky fees” lurking in plain sight
We look forward to sharing some valuable information with you and your guest! Please be sure to arrive on time and contact us if you have any questions.