The SECURE Act Takes Effect in 2020
• THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your heirs. Learn the
crucial mistakes you should avoid.
• TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, capital gains, interest income,
• MARKET VOLATILITY: Strategies to help protect your assets from a potential market downturn.
• ESTATE & LEGACY PLANNING: How can you transfer assets to your heirs tax-efficiently and avoid probate?
• RETIREMENT INCOME: Will you have enough? Learn strategies to generate guaranteed income for life.
• HEALTHCARE/MEDICARE: Are there insurance options to assist with retirement?