Discussion Highlights Include:

• How to create a TAX-FREE income in retirement from your current 401(k)/403(b)/ IRA
• Learn how diversification of your portfolio is essential when it comes to taxes.
• The “Do’s” and Don’ts” of Roth Conversions, and why they’re important to understand
• Tax–Deferred vs Tax-Free– How knowing the difference can impact your retirement!
• Are you aware that If you have 401(k)s, 403(b)s or IRAs, every penny including the growth will be taxed upon withdrawal? Learn how that can be managed.