What you need to know NOW to avoid paying too much LATER!
In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.
We will discuss these important topics and more:
- Tax Planner vs. Tax Preparer – Why this is so critical to your retirement.
- How much of your Social Security it taxable?
- What are the advantages of a Roth Conversion? When is the ‘best’ time to do a conversion?
- The benefits of “Tax Smart” Asset Allocation.
- How to protect yourself from the coming “Tax Storm” in 2025.
- What is tax diversification?
- Discover why all retirement accounts are an IOU to the IRS.
- Ways to mitigate and eliminate taxes on your retirement accounts.
- Are you prepared for all “4 seasons of taxation” in retirement?
- How to take advantage of the sale on taxes right now.
For more information please call our office at 281.872.1515 or Register Today.
