Broker Check
27 May
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!
Link to sign-up:

Date and Time

Wed, May 27, 2020

3:00p - 4:00p CST



Event Registration

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