Webinar: Optimizing Your Tax Strategy
Will you have enough income to fund your retirement? Join us for a complimentary webinar where we will discuss the following important topics:
- How the NEW SECURE Act, recently signed into law, and the biggest tax reform in 30 years can affect how you plan for your retirement.
- 3 of the biggest tax mistakes that could impact your retirement income.
- Powerful tax strategies that can help you reduce the taxes you pay in retirement and potentially generate tax-free retirement income.
- How to harvest your IRA, 401(k), 403(b) or other retirement accounts for tax-efficient retirement income.
- How to plan for and incorporate RMDs into your tax strategy. Hint: the SECURE Act has made significant changes that impact RMDs.
- Understanding potential risks that may derail your retirement and how you can avoid them.
- And much more!
Date and Time
Wed, May 06, 2020
3:00p - 4:00p CST