Purpose of Meeting
TAKING CONTROL OF YOUR RETIREMENT IS MORE IMPORTANT THAN EVER!
It’s essential to educate and empower yourself to make the best decisions with your hard-earned dollars. You've worked all your life to build that
Nest Egg; Now it's time to make that money work for you! Tax & retirement reform has been more prominent for Americans in the past several years than perhaps any other period in recent history. 2017’s Tax Cuts & Jobs Act, the SECURE Act, and now the SECURE Act 2.0 usher in sweeping changes to the way taxes affect your retirement assets and legacy. With tax-efficiency at the core of a solid retirement strategy, staying
informed on how important tax law changes may affect you and your family is pivotal.
- Tools and strategies available to help potentially reduce your tax burden in retirement
- How recent tax reforms could affect Social Security, pensions, and retirement account withdrawals.
- How new legislation could potentially increase the tax burden on your inherited IRA.
- The SECURE Act 2.0 and the impact these changes could have on your retirement
- How the rules have changed for baby boomers in or planning for retirement today
- Strategies to protect your Social Security income from taxation
This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and maximize income in
retirement. It’s all about what you KEEP!