800-492-7796
tim@tjbeeman.com

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

Log in to Add/Edit events.

Loading Events

« All Events

  • This event has passed.

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

November 30, 2023 @ 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
  • ✔️ 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!

Log in to Add/Edit events.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.