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2020 Tax-Smart Retirement Planning Lunch
February 5, 2020 @ 11:30 am - 1:00 pm
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
- 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.