New tax laws or modifications to past tax laws may impact taxation on your social security benefits, your other income, and ultimately your cash flow in retirement!

Taxes create drag on your portfolio performance. Taxes are “Not if, but When”. Without taking initiatives, you or your heirs have a tax debt on those IRAs and 401ks.

This educational event will cover the basics of Tax Efficient Retirement planning and reveal the latest strategies Americans are using to reduce their taxes.

• How to potentially make all of your Social Security benefits tax free!
• How to create Tax Efficient Retirement Wealth and Income.
• Learn how you can reduce or eliminate taxes on the Estate you leave your heirs.
• How later in life larger Required Minimum Distributions will increase your tax liability and how to fix it.
• How to create income bucket strategies to weather almost any market.
• For taxation of your IRAs and 401k, how and when to maximize ROTH conversions and take assets off the Taxable landscape.