800-492-7796
tim@tjbeeman.com

Log in to Add/Edit events.

Loading Events

« All Events

  • This event has passed.

Top 10 TSP / IRA / 401k Mistakes

June 22, 2023 @ 6:15 pm - 6:45 pm EDT

Free

During this webinar, you will discover:
1) How the current administration may impact your retirement income.
2) How to potentially avoid the 25% tax penalty for your TSP/401k & IRA.
3) How the SECURE Act 2.0 will impact your IRA.
4) How to prepare your IRA & TSP/401k for tax increases that happen when a spouse dies.
5) The secret to converting your retirement account into tax-free income.
6) IRA & TSP/401(k) rollover rules that can cause immediate taxation.
7) How a rollover can potentially cost you more taxes.
8) How to have a plan that gives you income for life.
9) How to recession & inflation proof your retirement.
10) What you need to do now to have a secure retirement.

And much more.

If you have more than $250k in investable assets, this webinar is a MUST ATTEND!

Click here for more information and to signup.

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.

Venue

Online Webinar
United States

Organizer

Tim J Beeman

Log in to Add/Edit events.

Secure Document Upload

Upload files securely.

  • Max. file size: 100 MB.