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, […]

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 […]

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.