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Register today even if you can’t attend at the scheduled time as we will send out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
We will discuss the following:
- Tax Planning
Discover strategies to help reduce your taxes by setting up tax-efficient income funnels. - Social Security
Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies. - RMD’s
Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail. - Tax Legislation
Learn how to use the SECURE Act and the CARES ACT to your advantage. - Avoiding Mistakes
Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.