Discussion Topics include:
- How the biggest tax law passed in the last 30 years and upcoming tax changes could impact your retirement.
- Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed or never taxed? Learn the difference and the questions to ask before retirement.
- Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes.
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.