A well-thought-out estate plan is essential for anyone that owns a home or has assets. With many questions in the air on how new IRS Revenue codes could impact tax savings exemptions and deductions, the time is now to make sure your estate plan can weather these changes. At our upcoming webinar, you’ll learn about […]

New Tax Laws and recent changes to qualified retirement accounts and IRS-mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages to employees. Some changes have the potential to be beneficial; however, you must make sure you are working with the most current and up-to-date information so you can help avoid costly mistakes. As of 2023, […]

Reformations for Social Security are in motion. Make sure you choose the right option for your situation since there are over 567 ways to choose and the number one option could benefit you over $100,000 in your retirement. 2023 is setting up to be a tumultuous year for Social Security. Current laws or modifications to […]

You're cordially invited to an informational webinar for those 60 and older who are retired or planning to retire soon. Please join retirement & federal benefits specialist Tim J Beeman, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement. Best of all, […]

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 […]