This is not a library sponsored event.
Brief Description of Event
Learn how to maximize your social security benefits and minimize taxes under the new rules.
Topics of discussion:
Social Security - Understanding your options
Tax Diversification - Take advantage of tax laws, Roth conversions & steps to prevent a significant tax bill
Wealth Accumulation - Learn strategies that maximize return on investments & create guaranteed retirement income you cannot outlive
Stretch IRA - Learn how to protect your family, avoid mistakes and guard against future taxation
Protection - How to assess your current market exposure & risk, avoid common planning mistakes, guard again future taxation & prepare for a successful retirement future