Taxes take the biggest bite out of your retirement income. This class will give you easy steps to maximize your retirement income using the most overlooked tax tips. We will cover everything tax and retirement related which your accountant and financial advisor often overlook, including 401K, IRA, RMD, Social Security, estate, real estate, and investment tax secrets the IRS wishes you did not know! Remember, it is not what you make, it is what you keep when it comes to money!
This seminar will help you:
- Discover strategies that reduce taxes in retirement
- Learn how you can benefit from the nex tax changes
- Find out the changes that will affect you and your family
- Have a plan for which accounts to draw from and when (IRA, 401, Brokeage)
- Calculate the amount of your Required Minimum Distribution (RMD), so you can plan ahead.
- Keep the most money in your pocket from tax savings.