TAKE BACK CONTROL OF YOUR RETIREMENT
Financial Advisors will reveal the latest strategies on managing your Money and Retirement Investments and review the impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle.
We will discuss:
• CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
• SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
• THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries. Learn important mistakes you should avoid.
• TAX-EFFICIENT STRATEGIES: How to get to the 0% tax bracket and transform your retirement.
• IRA WITHDRAWALS: How withdrawals from IRAs could cause you to lose up to one-third of your Social Security.
• RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.