The tax rules keep changing – are you losing unnecessary retirement dollars to the tax man? Join us to learn how to keep more of your hard-earned dollars in your own pocket!
Find answers to these key issues and more:
- How can you help reduce the impact taxes have on your retirement income?
- Are you setting your spouse up for a significantly higher tax bracket?
- Do you know about the hidden health care tax bombs for high income earners?
- What is Sequence of Returns Risk and what does it mean to your portfolio?
- How might the government deficit and spending patterns impact your own money?
- Are you squandering deductions that could be lowering your tax bill?
- What are tax efficient funnels and how can you set them up now?
Date and Time
Thu, Mar 05, 2020
6:00p - 7:30p CST