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IRA-TSP-401k Mistakes, How not to fall in the tax traps, pitfalls, mistakes! Webinar

February 22 @ 6:15 pm - 7:00 pm CST

You have worked hard to build your IRA-TSP-401k accounts, Now let’s avoid the Mistakes most people make. Webinar Agenda
  • ✔️ Failing to first take required minimum distributions
  • ✔️ Failing to plan for IRMAA as you take RMD & Social Security
  • ✔️ Being unaware of the SECURE Act 10-Year rule and how it will impact your IRA
  • ✔️ Unfamiliarity of IRA & TSP/401(k) rollover rules and restrictions that could cause immediate taxation
  • ✔️ Overpaying fees and loans on IRAs, TSP/401(k) and other retirement accounts
  • ✔️ Not knowing the secret to converting your retirement account into tax-free income
  • ✔️ Misunderstanding your self-directed IRA prohibited investments
  • ✔️ Not moving TSP/401(k), 403(b) plans to more flexible IRAs
  • ✔️ Being unknowledgeable in your IRA prohibited transactions
  • ✔️ Not getting a second opinion and having a PLAN that can possibly give you a guaranteed income for life!
  • ✔️ Failing to prepare for the tax increase that comes when a spouse dies.
  • And much more. If you have more than $250k in investable assets, this webinar is a MUST ATTEND!

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