This seminar is ideal for individuals nearing retirement or those already retired who want to optimize their tax strategy and maximize income in retirement.

• Tax cuts set to expire
• Action Steps to consider to protect your retirement income
• Sequence risk: Learn when to take withdrawals and how that could affect your retirement.
• What are RMD's? And Will taking RMDs push you into a higher tax bracket?
• Identify potential tax changes and how to stay ahead
• Figure out how your retirement funds are being taxed- 401(k)/ IRA, Roth, Non qualified accounts
• Roth Contributions VS. Roth Conversions
• What percentage of your portfolio should be principally protected?

Bring a notepad, pen, and any questions about retirement planning. No documents are required unless noted.

Yes, there will be a Q&A session where you can ask questions about Social Security and retirement income strategies.

No, the seminar is educational. Presenters may provide contact information, but there’s no obligation to engage with them during or after the event.

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, advisors, attorneys, and other knowledgeable professionals).