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Seminar: Tax Alert 2021: The Key to Retiring in Today’s Economy

Location

7339 W. Sand Lake Road, #400
Orlando, FL 32819

Directions

Date

November 4, 2021

Time

6:30 pm

Important Topics we will discuss:

  • Taxes in Retirement: The tax implications of the Biden Tax Plan and why you should act NOW!
  • Required Minimum Distributions: How to develop an efficient distribution plan, that could save thousands in future taxes.
  • Investing in 2022: Strategies to help reduce investment risk in your portfolio.
  • Retirement Income: How to create a sustainable retirement plan that includes strategies to help generate guaranteed income for life.
  • Rising Healthcare Cost: Prepare for the high cost associated with Long-Term Care. How longevity can affect finances.
  • IRA and 401K plans: Learn how to pass on IRA and 401K to future generations and lower the tax burden.

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