Taxes in Retirement Educational Seminar in Absecon, NJ

560 New Jersey Ave,Absecon NJ 08201

25 April, 2023

Description

THREE IMPORTANT QUESTIONS FACING TODAY'S RETIREMENT TAXES: What has changed?What is still important?What does this mean for me?TOPICS TO BE COVERED INCLUDE How to avoid the #1 fear for retirees: Running Out of Money.The Four Tax Buckets What is the SECURE Act of 2020 and how could it effect your retirement?The impact of fees, taxes and penalties on your retirement income and what you can do about it.How to turn retirement accounts into paychecks for life.How to limit or avoid huge market losses without sacrificing competitive return ratesHow to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.Learn strategies that teach you how to structure RMD's Tax Efficiently.Our goal is to help you understand and prepare for recent tax changes and develop/implement the best strategies to thrive in your overall retirement plan. Marc A. Catona is a licensed insurance professional and the South Jersey Chapter President of The Society For Financial Awareness.