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?