Brief Description of Event
Topics of discussion include:
Social Security - Understand your options that maximize benefits and avoid tax traps.
Tax Diversification - Take advantage of tax laws, Roth conversions and steps you can take now to potentially prevent a significant tax bill in the future for you and your beneficiaries.
Wealth Accumulation - Learn strategies that maximize the return on your investments and create a guaranteed retirement income plan you cannot outlive.
Economic Uncertainty - How inflation and higher taxes may impact your retirement plans. Learn to protect assets by reducing your future tax liability using new Roth planning strategies.
For attending, you will receive a complimentary Social Security maximization report that will advise you of your options and assist you in making an informed decision.