You have worked hard to build your IRA, TSP, and 401 (k) 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 RMDs & 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 & the pitfalls
- ✔️ Misunderstanding your self-directed IRA prohibited investments
- ✔️ Not moving TSP/401(k), 403(b) plans to more flexible IRAs
- ✔️ Being unknowledgeable about your IRA prohibited transactions
- ✔️ Not getting a second opinion and having a PLAN that can give you a guaranteed income for life!
- ✔️ Pitfalls to Roth Conversions
- ✔️ Understanding how the BBB bill passed last July 2025 affects your retirement.
- ✔️ Failing to prepare for the tax increase that comes when a spouse dies.
- ✔️ Failing to prepare for an IRMAA tax increase when you take RMDs.
- And much more. If you have more than $350k in investable assets, this webinar is a MUST ATTEND!
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