Taxes in Retirement Dinner in Bentonville, AR

1003 McClain Road,Bentonville AR 72712

14 June, 2022

Description

THREE IMPORTANT QUESTIONS FACING TODAY'S RETIREMENT TAXES: What has changed? What is still important? What if taxes rise? TOPICS TO BE COVERED INCLUDE How to avoid the #1 fear for retirees: Running Out of Money. The Four Tax Buckets Tax-Deferred Savings & Deductions The impact of fees, taxes & and penalties on your retirement income and what you can do about it. Micro and Macro Analysis How to limit or avoid huge market losses without sacrificing competitive return rates How 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.