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2020 Tax-Smart Retirement Planning Lunch


Franklin Office
751 Cool Springs Blvd TN 37067 United States



February 5, 2020


11:30 am

Tax-Smart Retirement Planning

Plan For Your Retirement, NOT Uncle Sam’s

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
  • TaxDeferred 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.

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