Why is retirement tax planning critical for even middle-income Baby Boomers? Learn that and more at this no-cost tax workshop.
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THE STRATEGIES THAT MAY HELP YOU SAVE ON TAXES AND WHAT YOU MUST KNOW ABOUT THE BIGGEST RETIREMENT CHANGES IN OVER A DECADE!For most of us, retirement is the first time we’ll have to choose where our income comes from. Here are some of the things you’ll learn about making choices that may reduce taxes in retirement. Gain more control over your savings and give less to the IRS. Find out why now may be the right time for you to consider a Roth IRA conversion. Understand exactly what changed with the biggest changes to the tax code in over 30 years. Find out how the SECURE Act has changed legacy planning for IRA owners. Learn about the IRA alternative that could help pay for healthcare AND lower your taxes. Learn why the new SECURE Act makes taking advantage of lower tax brackets more important than ever before.
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