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; […]

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 […]

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.

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.