STRATIGIES TO HELP MAXIMIZE INCOME AND REDUCE TAXES

1901 Woodfield Road,Schaumburg IL 60173

24 August, 2021

Description

This event is by invitation only, for first time attendees age 55+, who have saved money for retirement. Learn from a seminar that was created by a CERTIFIED FINANCIAL PLANNER, Accredited Tax Advisor, and who was formerly an Enrolled Agent with the IRS for 30 years. Subjects discussed: 5 biggest retirement risks: stock market losses, taxes, longevity, fees, no written plan.Where do the markets, taxes and economy go from here?Is it possible to reduce risk and not run out of money during retirement?What could we expect from the Biden Tax Plan and new IRA rules?Are you using the tax code to your advantage, or is it taking advantage of you?7 rules for retirement security.Is it possible to pay just 1% in taxes for 10 years?