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Information to Minimize Taxes and Keep More in Retirement
Before the year ends, learn what you need to do to take advantage of the new changes in effect.
Now includes an update on the new 2020 Secure Act.
Learn how NEW tax legislation could affect your retirement income
Uncover the “Real” Tax System
Understand the tax implications of RMDs
Understand how to reduce taxation of your Social Security benefits
Determining which account(s) to begin withdrawals for retirement income
Create your own tax-efficient retirement strategy
These workshops are strictly educational and do not promote any products or companies. A “Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.
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Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time
and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.